📊Executive Summary

The ongoing trade tensions between the United States and China are causing significant concern among South Korean chipmakers, particularly as China imposes tighter controls on rare earth exports. This situation could lead to supply shortages for critical components, affecting the semiconductor supply chain. Companies relying on rare earth materials for chip manufacturing may face increased costs and lead times, as well as potential disruptions in sourcing. Procurement teams should closely monitor these developments to mitigate risks associated with material availability and pricing....