Industry Analysis
The potential U.S. implementation of targeted semiconductor tariffs is triggering significant disruption across the global chip supply chain. Technologically, the move would directly impact South Korea’s advanced manufacturing ecosystem, particularly affecting EUV lithography and foundry operations, with major players like TSMC and Samsung facing operational shifts. Compliance costs are expected to rise, prompting companies to reassess supply chain resilience and potentially relocate production to Taiwan, China or Hong Kong, China. In the market, U.S. domestic fabs may gain strategic advantages, while Chinese firms accelerate self-reliance efforts. Price volatility is likely in the short term, with long-term implications for global manufacturing dynamics. South Korea’s measured response reflects a delicate balancing act amid intensifying U.S.-China tech rivalry. Over the next 12–24 months, industry players must prepare for a more fragmented and policy-driven landscape, prioritizing diversified and resilient supply chains.
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