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With its exemption from US chip export ban on China set to expire, what is the South Korean supply chain’s next step?

The tension between China and the US has put South Korea in an awkward position. Recently, it’s reported that Samsung Electronics and SK Hynix are set to receive another one-year exemption from the US chip equipment export ban on China. However, as both the US and Europe actively restructure their supply chains, the strategic direction of the South Korean supply chain has been receiving more attention.