No sé, lo que sé es que Corea no puede comprar productos-clave que sólo Japón vende a costo conpetitívo:
(...) "the institute pointed out that hydrogen fluoride for use in semiconductor manufacturing processes cannot be replaced in the near future because it requires a purity level of at least 99.999 percent. “The yield and productivity of domestically supplied hydrogen fluoride remain to be seen,” the institute said.
“Photoresist is even more irreplaceable,” it continued to say, adding, “South Korea’s degree of dependence on Japanese photoresist suppliers amounted to 93.1 percent last year, whereas its degree of dependence on Japanese fluorine polyimide suppliers fell from over 90 percent to 42 percent from 2005 to 2018, and this is because of the lack of technology in South Korea."
EDIT - Otra, esta en castellano y de buena fuente:
"Crisis bilateral entre Japón y Corea del Sur. Las trabas comerciales que Tokio impone a Seúl podrían tener un impacto negativo en las economías de ambos países, al imponer estos países vecinos recíprocas
sanciones comerciales." (...)
https://es.euronews.com/2019/08/03/crisis-bilateral-entre-japon-y-corea-del-sur
http://www.businesskorea.co.kr/news/articleView.html?idxno=35920