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Taiwan | The "Best Deal" vs. The "100% Threat": The High-Stakes Chip War Between Taiwan and South Korea
Taiwan has secured a historic 15% tariff deal with the U.S., but it comes with a $250 billion investment price tag. In this episode, Morris explores why South Korea is now rushing to invoke "no less favorable" clauses to protect Samsung and SK Hynix from a potential 100% tariff threat. We also dive into the domestic political heat in Taiwan, as opposition lawmakers warn of "industrial hollowing out" and the risks of moving our most valuable tech assets overseas.
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