5 years ahead!After China's chips broke through the "blockade", South Korean semiconductors sought compensation from the United States
South Korea's semiconductor companies have always been quite confident in their own strength in the semiconductor field.
In July this year, South Korea** also released a relevant report: China has a gap of about 2 years compared with the world's leading companies in the field of NAND. In the DRAM field, the gap between Chinese companies and Korean companies is 5 years. According to the report, Chinese companies are at least 5 years ahead, and it is difficult for us to break through the technological fortress in the short term, and even to catch up with the development of semiconductors in South Korea.
However, South Korea, which has always been self-confident, is also starting to become less confident.
In China, the Kirin 9000S chip breaks through American technology"Encirclement and suppression"On the occasion of appearing in the global semiconductor field with the image of cutting-edge chip manufacturing technology, Korea Semiconductor admitted: they have lost to us in the cutting-edge field. In this regard, industry insiders believe that South Korean semiconductors are taking the opportunity"Warning"Outsiders, don't underestimate the strength of China's semiconductor technology. Or to put it bluntly, for the strength of American semiconductor technology, judging from the attitude of the mainland, it is estimated that the restrictions on the United States will increase, so South Korean semiconductors will strive for opportunities to ease up a little.
But this may be just one of them, and what Korean semiconductors prefer is that in this being defined as they are"Victims"In the case, they were able to find the United States to get the compensation they deserved.
That's because, after announcing the technological failure, South Korean semiconductor companies began to insist that the U.S. set a derogation period for Samsung and SK hynix's plans. According to information previously disclosed by Japan**, Biden's exemption period for mainland Korean companies will be extended indefinitely. However, at present, the United States is updating its chip protection rules again, but it is still indifferent to this issue. Therefore, South Korean semiconductor companies cannot sit idly by, they hope that Lao Mei can loosen its mouth tighter.
However, it is well known to all of us that South Korean semiconductor companies are unlikely to seek a new exemption period. Because to a certain extent, this is to ask the United States to change the ban on the mainland market. But it is precisely Biden who is currently taking a tough attitude, and even a series of actions to unite American chip giants have not worked very well. Obviously, even if Korean semiconductors intervene, it will be difficult to achieve. In this case, Korean semiconductors still want to try, probably thinking"Make up for it"bar.
Speaking of which, South Korean semiconductors have always been the target of tension, and they have become in the midst of U.S. technological constraints"Victims"。In the past, we only talked about the loss of the Chinese market, but now we are increasing the pressure and directly emphasizing the technological failure, the purpose is to show that in such a technological game, the loss of South Korean semiconductors is too great. In order to reduce the loss of South Korean semiconductors themselves, it is not better to expect the US economy or technology to compensate South Korean companies in the past.
Personally, even this path in South Korea does not work.
In the history of semiconductors in the past, the United States has never had to compensate its former allies. The key is that the United States has changed from the technical limitations at the beginning to the current situation, and we have long seen that they not only want to suppress the development of semiconductors in the mainland, but also as a strong market position of semiconductors in other countries, they also want to suppress. In such a situation, do Korean semiconductor companies still want to be compensated, and how can they succeed?
Now, compared to the situation of the Quad Technology Alliance, this time Korean semiconductors may be a real dilemma. What are your thoughts on this?Comments, likes and shares are welcome!