ROK semiconductor firms may lose billions if unable to utilize recent factory investments throughout supply chains
New U.S. semiconductor restrictions aimed at curtailing Chinese competitiveness may undercut South Korea’s biggest chipmakers.
A new requirement that bars recipients of $53 billion in CHIPS Act subsidies from engaging in “certain significant transactions” involving expanding chip manufacturing capacity in China, or “countries of concern,” for 10 years is becoming a friction point between Seoul and Washington.
New U.S. semiconductor restrictions aimed at curtailing Chinese competitiveness may undercut South Korea’s biggest chipmakers.
A new requirement that bars recipients of $53 billion in CHIPS Act subsidies from engaging in “certain significant transactions” involving expanding chip manufacturing capacity in China, or “countries of concern,” for 10 years is becoming a friction point between Seoul and Washington.
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