2023-08-01
South Korea exported more goods to the US than to China in 2022, for the first time since 2004. Also striking: how similar the two major surges (2009-11 to China; 2020-2 to US) look like, as if someone shifted the sluice gates https://www.ft.com/... [image]
Bloomberg
Sources: senior EU and US officials are concerned about China's accelerated push into the production of older-generation chips made with 28nm equipment or above
- China is building more plants than others despite US sanctions — Officials are worried about impact on domestic chip plans
South Korea exported more goods to the US than to China in 2022, for the first time since 2004. Also striking: how similar the two major surges (2009-11 to China; 2020-2 to US) look like, as if someone shifted the sluice gates https://www.ft.com/... [image]
Financial Times
A look at South Korea's position in the tech “cold war”, as the country pivots away from China's economy and prepares to comply with the US-led China chip ban
albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/... @financialtimes : South Korea's chips and batteries are vital to Was...