Japan and South Korea expressed their opposition to the restriction of semiconductor equipment, what will be the consequences of the US restrictive measures?
In the past, ASML has commented on the U.S. ban on semiconductors – the correct U.S. standard.
It's a euphemism, in fact, a double standard, that they can limit others, but not American companies. Or that they can restrict other companies, perhaps for so-called security reasons, but to restrict other companies, they see no reason and no evidence.
Now, Japanese semiconductor companies have also learned these rules from Lao Mei.
According to the official announcement, we will implement export controls on highly sensitive graphite materials. In the past, Japan and South Korea were overly dependent on Chinese imports of graphite, so they cannot sit idly by in this ban. South Korea, however, has taken a much better stance, saying only that it plans to liaise with officials to reduce the impact on South Korean businesses. At the same time, they are also looking for other channels to stabilize graphite.
Japan, however, is different. Japan is relatively tough on this issue.
They say whether we have violated WTO rules or not, and if we do, they will take tough measures. Obviously, they reacted very strongly to our ban on graphite materials, and there was a certain level of dissatisfaction. They have a certain level of resentment and even think that we shouldn't have a ban. This is one of the standard operations in the United States, you know, not long ago, they only gave us 23 restrictions on the shipment of semiconductor equipment, which is even wider than the old United States.
But now, in this case, it's time for them to face the consequences for their ban.
Admittedly, we comply with the relevant graphite export control regulations, but this also directly affects some countries – after all, most of them need to rely on our imports. This is precisely why Japan reacted so strongly.
In other words, in a way, they believe that their countermeasures have been reciprocated by reciprocal countermeasures. After all, their attitude is too fierce compared to South Korea's attitude, and it just so happens that in the field of semiconductors, South Korea's attitude is not very clear, but it has not directly joined the mainland semiconductor market"Encirclement and suppression"。
Even based on the market interests of Korean companies, from the perspective of Korean semiconductor companies, South Korea has repeatedly communicated with the United States for a long time, hoping to lift the ban on the mainland market. Secondly, their attitude is tough, which means that so far they have had to bear the brunt of the ban.
Secondly, they have a tough attitude, which shows that they are relatively fragile in the link of the ** chain, at least in the link of alternative channels, they may not have a bottom in their hearts, otherwise they will not use the so-called"Rules"to put pressure. Once our ban is confirmed, they will have to bear the fragile of the ** chain"Risks"。But I personally feel that this"Question"This is just the beginning for them, and as long as they continue to deceive us in the semiconductor space, there will be more places to be deceived.
Everyone knows that putting one's fate in the hands of others will lead to one's own depravity. We have known this for a long time, and now we have arrived"Paying off debts"It's time.