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Korea\'s memory big 2 focus on May U.S.-China summit as export boom faces turning point

With a U.S.-China summit scheduled for May, South Korea\'s semiconductor industry is again exposed to trade variables. A Peterson Institute report says the two countries may seek a “win-win exit” to reduce mutual dependence in semiconductors and critical minerals. Korea’s chip exports have set record highs for three straight months, but the summit outcome could steer the direction of the boom. Risks span both equipment and materials procurement and sales channels to China.