Japan-Korea Spat Threatens to Upend Global Technology Chain

The video discusses a licensing issue between Japan and South Korea, where Japanese companies must apply for licenses to sell key materials to South Korean suppliers, affecting industries like chip and display making. This situation impacts major South Korean companies such as Samsung and SK Hynix, potentially disrupting the global supply chain for electronics. The video also explores potential global consequences, including impacts on smaller Japanese companies and possible benefits for other semiconductor companies like Taiwan Semiconductor and Micron, as companies seek alternative sources and contingency plans.

What is the primary reason for the licensing requirement imposed by Japan on companies selling materials to South Korea?

• To ban the sale of materials completely

• To regulate the sale of key materials

• To encourage more exports to South Korea

• To reduce the production of memory chips

Which industries are most affected by the licensing requirement between Japan and South Korea?

• Pharmaceutical and chemical industries

• Chip and display manufacturing industries

• Automobile and textile industries

• Agriculture and food processing industries

How might the licensing requirement affect the global supply chain?

• It will have no impact on the global supply chain

• It could disrupt the supply of smartphones and computing devices

• It will lead to an increase in the production of electronics

• It will only affect the supply of agricultural products

Which companies might benefit if buyers look for alternatives due to the licensing requirement?

• Taiwan Semiconductor and Micron

• LG and Toshiba

• Samsung and SK Hynix

• Sony and Panasonic

What are companies doing to mitigate the impact of the licensing requirement?

• Looking for alternative sources and suppliers

• Investing in new technologies

• Increasing their production capacity

• Reducing their workforce