Serenity analyzes Trump's tariff strategy and suggests repairing alliance relationships and integrating cutting-edge supply chains
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According to Serenity's analysis, President Trump's tariff strategy carries the risk of backfire, and the key to winning the trade war lies in cutting-edge supply chains in the fields of quantum computing, artificial intelligence, and robotics. At present, ASML, TOWA, Ibiden, Ajinomoto, as well as Taiwan, China, South Korea, and the European Union master key nodes in the chip manufacturing process. The imposition of tariffs on allies weakens the ability of the United States to integrate resources, repair alliances, and transform the global supply chain into strategic leverage is more effective than unilateral pressure.