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US slaps 16 nations with Section 301 probes: Taiwan and Korea in the crosshairs

What happened

The U.S. Trade Representative initiated Section 301 investigations into 16 nations, including Taiwan and South Korea, focusing on structural excess capacity in manufacturing. This probe assesses whether their policies burden U.S. commerce. Watch: Potential for future tariffs or trade restrictions that could disrupt semiconductor supply chains and component pricing.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

section-301trade-policysupply-chain-risk

Source and time

Source: DigiTimes Asia · 3/11/2026 · View original source

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