Tufts Uni's Miller on Semiconductor-Geopolitics

The video discusses the ongoing discussions between the US and Korean governments regarding semiconductor regulations, focusing on issues like licenses for Korean firms and the CHIPS Act's guardrails provisions. It highlights the improved relations between South Korea and Japan, which have positively impacted the chip sector. The video also addresses the challenges chip makers face due to political demands and potential retaliation from China, emphasizing the need for careful navigation in the global market.

What are the two main issues discussed between the US and Korean governments regarding semiconductor regulations?

• Licenses for Korean firms and CHIPS Act guardrails

• Export tariffs and labor laws

• Environmental regulations and tax incentives

• Intellectual property rights and patent laws

How have South Korea and Japan's improved relations affected the semiconductor sector?

• Introduction of new semiconductor technologies

• Increased competition between the two countries

• Decrease in semiconductor production

• Lifting of export control restrictions by Japan

What is a significant concern for Korean chip makers in the geopolitical landscape?

• Risk of retaliation from China

• High production costs

• Limited access to raw materials

• Lack of skilled labor

What leverage does Beijing have over foreign chip makers?

• Control over global semiconductor patents

• Ability to impose economic sanctions

• Dominance in semiconductor research

• Exclusive access to rare minerals

Why do chip makers find it challenging to avoid political implications?

• Due to increasing government demands on production localization and export controls

• Because of a lack of technological advancements

• Because of high operational costs

• Due to a shortage of skilled workers