Last week, Japan announced that it would restrict the export of three core semiconductor materials used in the manufacture of electronic equipment to South Korea. This move has already brought a considerable blow to South Korean chip manufacturers. Although South Korea has repeatedly requested Japan to "withdraw", Japan's attitude has still not softened. According to a media report on July 9th, South Korea is "helpless" and intends to seek help from the United States.
It is reported that South Korea plans to send representatives to communicate with the United States on July 11, intending to take this opportunity to "complain" with the United States, hoping to reach cooperation with it on this matter , Because Japanese behavior may also affect IT companies in the United States. But until now, the United States has remained silent uncharacteristically. Even a spokesperson of the country said that Japan and South Korea should resolve the issue on their own. It seems that South Korea’s success in seeking help from the United States is notBig.
It is worth mentioning that the US semiconductor manufacturing equipment supply The company "Applied Materials" recently announced that it will acquire a Japanese equipment manufacturer-Nippon Electric for US$2.2 billion. The American company intends to use this acquisition to upgrade its semiconductor manufacturing technology in the field of 5G mobile communication systems. While South Korea was "burnt" because of the loss of its equipment suppliers, the United States chose to stand by and buy Japanese companies to strengthen its semiconductor capabilities. It is not "friend enough".
But at the same time, South Korea is also looking for other outlets To resolve this crisis. For example, it is reported that Samsung Electronics and SK HynixPrepare to purchase more materials from China. In fact, China's semiconductor strength has been continuously improving in recent years. Take the panel as an example, BOE's LCD panel shipments and shipment area are already the world's largest, and OLEDs have also been mass-produced and shipped. In this way, Chinese manufacturers do have the strength to become South Korea's "life-saving straw."
In addition, Korean companies also intend to find companies with excess inventory in more countries and purchase from them. However, in the restricted raw materials field, Japanese manufacturers account for as much as 90% of the global market, and South Korea may not be able to find a better substitute in a short time.