Rory Green, an economist with research firm TS Lombard says that while the measures could have “significant repercussions” for the global economy if they are made permanent and are strictly enforced, they could also backfire against Japan. “Samsung and SK Hynix could actually welcome a short-term supply shock, which accelerates inventory destocking and boosts memory chip prices. For Japanese producers, there is a risk of permanent loss in market share,” he said.
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