Wire · regulatory
U.S. Trade Expert Warns of Semiconductor 'Resource Curse' Risk
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Fusion42 · 3 September 2026 · Fusion42 review
U.S. trade expert Chad Bown warns South Korea faces a 'resource curse' risk from its booming semiconductor sector, which dominates exports and GDP, potentially harming other industries amid concentrated policy and talent focus. He also highlights persistent U.S.-China trade tensions pressuring South Korea to diversify trade dependencies and consider alternatives like CPTPP membership.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
South Korean founders in semiconductors must prepare for a future demand drop that could destabilise their whole economy. Diversify your customer base beyond China and lobby for trade expansion agreements to safeguard against geopolitical shocks.
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1 source · 3 Sep 2026
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