A lot of people are forSemiconductorsIndustry entanglements are often limited to the United States and JapanSemiconductorsCompetition and cooperation between giants, while ignoring South Korea and JapanSemiconductorshistorical differences and contradictions. In fact, South Korea, JapanSemiconductorsThe contradictions between Japan and South Korea have always existed, even in 2019Semiconductorsshot, cut off the supply of hydrogen fluoride andPhotoresistand other key raw materials to South KoreaSemiconductorsThe industry has been hit hard. Although Japan removed South Korean companies from the blacklist last year, easing tensions between the two sides, butSemiconductorsKey raw materials are still in the hands of Japanese companies, South KoreaSemiconductorsOnce a company is banned, it will still be severely constrained.
South KoreaSemiconductorsFaced with such a predicament, they chose an unexpected way out, and they began to increase their exposure to the Japanese market. According to the message,SamsungThe company plans to invest 2 billion yuan to establish a research base in Japan and further strengthen its relationship with JapanSemiconductors**Chain partnerships. SamsungThe purpose of this initiative is not to cooperate with JapanSemiconductorscompetition, but seeks to borrow from JapanSemiconductorstechnology, improve themselvesChipsto further compete with companies such as TSMC in cutting-edge markets. However, this move has a global impactSemiconductorsThe industry is not a simple signal. This means that South Korea and Japan are at the cutting edgeChipsCooperation in the field will be deepened, and at the same time, it will also mean South KoreaSemiconductorsIt is possible for companies to take the initiative to provide opportunities for Japanese companies to impose restrictions. In contrast, the United StatesSemiconductorsThe industry may be more worried, and they may be upset.
For South KoreaSemiconductorsThe attitude of the United States in the development of cutting-edge fields is intriguing. On the one hand, the United States restricts the export of EUV lithography machines, ostensibly targeting the Chinese mainland market, but in fact it will also South KoreaChipsThe giants are included in the restrictions. On the other hand, in terms of cooperation in cutting-edge fields, the United States is actively courting TSMC and at the same time increasing cooperation with JapanSemiconductorsEnterprises cooperate to jointly overcome the problems in cutting-edge fields. It stands to reason that the U.S. should take South Korea in cutting-edge areasSemiconductorsIncluded in the list of partners. However, the reality is not quite the same, which shows that to a certain extent, the United StatesSemiconductorsindustry for South KoreaSemiconductorsThere is also a certain amount of apprehension. They would have liked to bring South KoreaSemiconductorsmarginalized, and now South Korea and JapanSemiconductorscooperation deepened for the United StatesSemiconductorsThe industry is undoubtedly worse off.
It is worth noting that South KoreaSemiconductorsThere has been no clear choice between the Chinese and American markets, and they believe that balance should be maintained rather than taking sides. In a way, South KoreaSemiconductorsEnterprise"Small courtyard with high walls"It seems that the United StatesSemiconductorsSelf-exclusion. In addition, JapanSemiconductorsThe ambition of karma should not be underestimated. They are with South KoreaSemiconductorsA strong alliance has been formed to develop the United States in the United StatesChipsManufacturing against the background of both countries became against the United StatesSemiconductorsA direct competitor of the business. It seems that the United States is developing homegrownChipsManufacturing initiatives will face significant challenges in the future. But for us, this is undoubtedly a good thing, as it broadens the range of external pressure and gives us a greater buffer.
South Korea, JapanSemiconductorsThe historical contradictions between them have not been dissolved by the passage of time, but have intensified to some extent. However, now South KoreaSemiconductorsThe company chose to increase the size of the Japanese market, which caused a global phenomenonSemiconductorsindustry and the United StatesSemiconductorsConcern. United StatesSemiconductorsindustry for South KoreaSemiconductorsConcerns about the development of cutting-edge fields have not only limited cooperation with South Korea, but also actively strengthened cooperation with TSMC and JapanSemiconductorsCorporate partnerships. This is home to the development of the United StatesChipsManufacturing planning is a challenge. For us, however, this series of changes has given us a relaxed environment in which we can better respond to external pressures by broadening the scope of cooperation and strengthening our capabilities. I hope you can think deeply about this situation and discuss, welcome to leave a comment, like and share!