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 significance of the WTO complaint filed by China regarding US export controls?

How is South Korea's position affected by its exposure to US controls and its memory chip production in China?

What are the implications of the US's Inflation Reduction Act and EV tax credits for South Korea?