Rhodium Group Director on Chips Sector

The transcript discusses the US's strategic export controls on semiconductor technology, focusing on the alignment with international partners like the Netherlands and Japan. It highlights China's limited options in countering these controls, including potential subsidies and WTO complaints. South Korea's position is examined, noting its negotiations with the US over economic policies. The impact on private sector companies, such as Samsung and SK Hynix, is also explored, emphasizing the tension between government policies and industry needs.

What is the main challenge for the Netherlands and Japan in aligning with US export controls?

• Technical details and negotiations

• Public opposition

• Lack of political will

• Financial constraints

What is one of the major issues China faces in achieving chip self-sufficiency?

• High production costs

• Lack of raw materials

• Corruption scandals in the national IC fund

• Insufficient workforce

How is South Korea positioned in relation to US export controls?

• Completely opposed

• As a leading supporter

• In a reactive position due to its exposure in China

• Neutral and unaffected

What diplomatic move is China making to counteract US-led controls?

• Strengthening ties with South Korea

• Forming an alliance with Russia

• Negotiating with the European Union

• Increasing trade with India

What strategic move is the US using to influence South Korea's position?

• Threatening sanctions

• Offering military support

• Providing financial aid

• Negotiating the Inflation Reduction Act and EV tax credits

What is a significant concern for companies like Samsung and SK Hynix in the current geopolitical climate?

• Alignment between government and industry

• Decreasing demand for chips

• Competition from new market entrants

• Rising labor costs

What is Japan's stance on the US's export control line on logic chips?

• Actively undermining the US position

• Indifferent

• Broadly agrees with the US

• Completely opposed