【英文】NBR报告：美国半导体政策与韩国-国家优先事项与国际合作之间的微妙平衡（27页）

英文研究报告 2023年08月07日 06:01 管理员

Although not widely known in Washington, the U.S. faces accusations of pursuing “economic nationalism” at the expense of its allies. Tere are growing perceptions in South Korea that the U.S. is prioritizing its own selfinterests while concurrently emphasizing unity among its allies against China. Tis view has led to grievances about U.S. strategy, particularly in relation to the semiconductor sector and supply chains—sensitive topics in Northeast Asia’s trade-focused economies. While the U.S. has advocated for an alliancecentered reorganization of semiconductor supply chains, concerns persist that it is ultimately pursuing semiconductor hegemony.

Increasing public discontent in South Korea regarding U.S. semiconductor and technology policies serves as an illustrative example and could develop into a contentious issue for the broader alliance between the two countries unless handled with care and attention to South Korea’s concerns. While Washington may disregard South Korean public sentiment as inconsequential, in South Korea’s vibrant and vocal democracy, public opinion can quickly shif to the extremes and signifcantly infuence Seoul’s policy choices. To maintain a strong alliance with South Korea and efectively advance its policy regarding China, the U.S. must closely monitor South Korean public opinion and confront these concerns.