律动BlockBeats|6月 21, 2026 03:35
**[Serenity: Trump's Tariff Strategy May Backfire, Key to Winning Trade War Lies in Cutting-Edge Supply Chains, Not Traditional Exports]**
BlockBeats reports that on June 21, Serenity published an analysis suggesting that the Trump administration may be realizing that the real leverage in the trade war is not traditional goods exports but rather the cutting-edge supply chains in fields like quantum computing, artificial intelligence, and robotics. However, the core nodes of these critical supply chains are currently almost entirely controlled by U.S. allies: the Netherlands' ASML monopolizes extreme ultraviolet lithography machines, Japan's TOWA, Ibiden, and Ajinomoto dominate key materials and equipment for advanced packaging, and Taiwan, South Korea, and the European Union each hold irreplaceable choke points in various stages of chip manufacturing.
Serenity stated that imposing comprehensive tariffs on allies instead weakens the U.S.'s ability to integrate these resources. Under the current circumstances, if the Trump administration hopes to secure more favorable conditions in trade negotiations, repairing relationships with allies and leveraging the global supply chain as a strategic tool may prove more effective than unilateral pressure—and it is not too late to do so. [Original Link]
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