Semiconductor Game: The Great Power Contest in Global Supply Chain Restructuring

Semiconductor Game: The Great Power Contest in Global Supply Chain Restructuring An Analysis of the International Political and Economic Game Behind the Nexperia Semiconductor Incident Background: The Nexperia Semiconductor Supply Cut Incident The Netherlands Cuts Supply, China Faces Twenty-Seven The Geopolitical Game in the Global Semiconductor Industry Chain Recently, the semiconductor industry has erupted into … Read more

Turning Point in the Chip War: Who Emerges Victorious?

When the United States personally overturned the semiconductor control table, who was left in the most awkward position? The answer is undoubtedly: the Netherlands, which “smashed” Chinese companies on behalf of the U.S. Now, while the big players shake hands and make peace, the small players are left alone on the front lines of conflict, … Read more

The ‘Metal War’ Before the Military Parade: How Trump’s Chip Ban Ignited China’s Rare Earth Countermeasures and Global Supply Chain Turmoil

The 'Metal War' Before the Military Parade: How Trump's Chip Ban Ignited China's Rare Earth Countermeasures and Global Supply Chain Turmoil

Introduction: The ‘Time Code’ of the Military Parade and Chip Ban On September 3, 2025, the military parade celebrating the 80th anniversary of China’s victory in the War of Resistance Against Japan was held as scheduled. However, on the eve of the parade, the U.S. Department of Commerce suddenly announced an expansion of export restrictions … Read more

New Variables in the Semiconductor War! Lee Jae-myung Calls Trump at Midnight for a Favor, While Secretly Taking Two Actions Towards China…

New Variables in the Semiconductor War! Lee Jae-myung Calls Trump at Midnight for a Favor, While Secretly Taking Two Actions Towards China...

On June 4th, the weather in Seoul was not too hot, but the atmosphere in the Blue House was already a bit tense… Lee Jae-myung had just won the presidential election with 49.42% of the votes, and before he could celebrate properly, he hurriedly made a phone call—not to a member of Congress or to … Read more