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Journal of Economic Studies· 2026Q1

Blocking China, benefiting Asia? The export substitution effects of US trade remedy escalation on South Korea, Taiwan, and Japan

S-Y Choi, Chang Hwan Choi

Short summary

US trade remedy orders against China increased exports from South Korea, Taiwan, and Japan to the US by 22-23% in affected product categories, with Taiwan gaining most in electronics/semiconductors, Korea in semiconductors/clean energy, and Japan in precision machinery.

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Field: General Economics, Econometrics and Finance

General Economics, Econometrics and FinanceEconomics, Econometrics and Finance