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“The New Stock Market Guru” Serenity: Donald Trump’s Tariff Strategy May Backfire; Cutting-Edge Supply Chains Are the Key Card in the Trade War
Svmuu News: “The New Stock Guru” Serenity posted that the Donald Trumpn government may be gradually realizing that the key bargaining chip in the trade war is not traditional commodity exports, but rather cutting-edge supply chains in fields such as quantum computing, artificial intelligence, and robotics. Serenity pointed out that key supply chain nodes are currently controlled primarily by U.S. allies, including EUV lithography systems from ASML in the Netherlands; advanced packaging materials and equipment controlled by Japan’s TOWA, Ibi Electric, and Ajinomoto; as well as critical links in the chip supply chain held by Taiwan, South Korea, and the European Union. It argues that imposing sweeping tariffs on allies may actually undermine the U.S.’s ability to integrate critical global resources. If the U.S. hopes to gain an advantage in future trade competition, repairing relations with allies and transforming global supply chains into strategic leverage may prove more effective than applying unilateral pressure.
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