Serenity: Trump's Tariff Strategy May Backfire, Winning the Trade War Depends on the Frontline Supply Chain Rather Than Traditional Exports

BlockBeats News, June 21st. Serenity's article pointed out that the Trump administration may be realizing that the true leverage of the trade war lies not in traditional goods exports, but in the frontier supply chains of quantum computing, artificial intelligence, and robotics.

However, the key nodes of these critical supply chains are currently mostly controlled by US allies: Dutch company ASML monopolizes extreme ultraviolet lithography machines, Japanese companies TOWA, Ibiden, and Ajinomoto dominate advanced packaging key materials and equipment, while Taiwan, South Korea, and the EU each hold irreplaceable positions in different stages of chip manufacturing.

Serenity stated that imposing tariffs on allies has actually weakened the US's ability to integrate these resources. In the current situation, if the Trump administration wishes to achieve more favorable conditions in trade negotiations, repairing relationships with allies, transforming the global supply chain into a strategic leverage, perhaps is more effective than unilateral pressure, and it is not too late to do so.