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Analyzing how US IRA mandates and high interest rates force Korean battery makers into difficult CAPEX decisions for global supply chain restructuring.
Analyzing how Korean fabless and foundry firms must pivot their strategy amidst the escalating US-China AI chip war and new geopolitical supply chains like Pax Silica.
Analyzing how IRA CAPEX friction and high US rates force South Korean battery makers to pivot toward material localization and currency hedging for growth.
