The rise of the power of the South Korean consortium, the semiconductor has become a breakthrough, and the United States is tentative
South Korea's road to "self-help".
South Korea has always shown strong semiconductor competitiveness, and this time will be no different. South Korea's semiconductor companies have realized that they will no longer rely on their own if they want to make a breakthrough in cutting-edge technology. After reaching an agreement with ASML, a Korean semiconductor company joined forces with ASML to invest trillions of yuan, hoping to make a breakthrough in high-end processes. The joint venture is seen as a "self-help" measure taken by the Korean semiconductor industry in order to seek a new breakthrough, so as to strengthen South Korea's voice in the global chip industry.
South Korean semiconductor companies have joined forces with ASML to take advantage of ASML's lithography process and to test the U.S. response to it. In previous research and development planning, South Korean chips were not included in the United States. South Korean semiconductor companies do not understand why the United States wants to cooperate with TSMC, but they reject South Korean semiconductor companies. They want to see through their relationship with ASML whether the United States really doesn't want to cooperate with South Korean chip companies, or if there is some other reason.
In addition, South Korean semiconductor companies have also joined forces with ASML to "test the waters" in the Chinese market. They believe that the in-depth cooperation with ASML is equivalent to approaching Western technology. Surrounded by locals, ASML has gradually become an important player in South Korea's semiconductor industry. They wonder if such behavior will have a knock-out on the Chinese market and whether China will respond accordingly to South Korea's semiconductor industry. Under the shadow of the "Four-Power Science and Technology Alliance", the performance of South Korean companies in the Chinese market is not ideal, because South Korea's chip industry has never made a clear statement. Therefore, they want to find a balance in this cooperation.
Analysis and insights of the so-called "tentative theory" theory in foreign countries.
According to foreign ** analysis, the cooperation between South Korea and ASML is actually putting pressure on the United States. They believe that the United States has removed South Korean chips from new research and development programs and pulled TSMC into its camp, which makes South Korean companies very puzzled and unhappy. South Korean semiconductor companies are working with ASML to see how the U.S. responds. If the United States does nothing, it shows that it is really reluctant to work with South Korean chip companies. However, once the United States strikes at lithography machines again, South Korean chip companies will have to find another way to reduce their dependence on American technology.
But I don't agree with that. Compared with the "tentative" behavior of the United States, I think the move of South Korean chip companies this time is to test the Chinese market. Through in-depth collaboration with ASML, these companies are also considered to be approaching Western technology. With China "surrounded by technology", ASML is already an important player in it. South Korean chip companies want to know whether the Chinese market will react accordingly to this behavior. South Korea's semiconductor industry has never had a clear positioning, so it has not achieved good results in the Chinese market. So they wanted to find a balance in their joint efforts with ASML and see all the results.
Prospects and reflections on the development of South Korea's semiconductor industry.
The Korean semiconductor industry is starting to collaborate with ASML, which is a very good sign. They want to enhance their scientific and technological strength and market competitiveness in the research and manufacturing of chips through this alliance. South Korean chip companies, regardless of the limitation of the tax exemption period, further cooperation with ASML will become a major breakthrough point for their future development.
However, in this industry, the competition is fierce and the technology is developing very fast. In order to gain a sustainable competitive advantage around the world, Korean companies must continue to increase their investment in research and development. At the same time, they must manage their technological and market collaborations with the United States and other regions to protect themselves from negative shocks.
Overall, South Korea's semiconductor industry has demonstrated confidence and firmness in the development of the entire industry in this joint action. The combination of South Korea and ASML will enable it to achieve a major breakthrough in high-end technology, so that it will occupy a larger share of the international market. But at the same time, we also have to face more difficulties in technology research and development, market expansion and cooperation with foreign countries in order to maintain our competitive advantage. Only in this way can Korea's semiconductor industry continue to flourish and move towards a bright tomorrow.