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 implications of the CHIPS Act's guardrails provisions for Korean firms?

In what ways does Beijing exert leverage over foreign chip makers?