Here is where things have split:
Recent geopolitical events and trade tensions are reshaping the semiconductor supply chain, particularly for photoresist materials. Korean companies are increasing reliance on domestic suppliers and have secured waivers to import Russian naphtha, while Japanese firms, adhering to G7 restrictions, face disruptions due to their just-in-time inventory models. This divergence creates opportunities for Korean suppliers and risks for Japanese ones in the critical photoresist production process. AI
IMPACT Shifts in photoresist supply chain due to geopolitical tensions could impact semiconductor manufacturing capacity and costs.