Recently, the U.S. Department of Commerce said it would investigate "U.S. companies sourcing China."SemiconductorsThis has sparked concern in South Korea and Japan. According to the report, the U.S. move made South KoreaSemiconductorsIt's hard for businesses to avoid the storm that follows. The U.S. move to restrict the export of high-end chip products to China has led to a sharp drop of more than 60% in the sales of South Korean chip companies in the Chinese market, which has had a serious impact on the country's top exports.
South Korea is ChinaSemiconductorsOne of the important imports of the product**. Once the United States asked for a ban on imports to ChinaSemiconductorsproducts, home appliances made in KoreaSmartphonesand the cost of cars will rise rapidly, which in turn will reduce their competitiveness in the market. Moreover, if the United States is against ChinaSemiconductorsincreased tariffs on products, South KoreaSemiconductorsThe chips made by companies in the Chinese market will also be hit, bringing greater losses to South Korea.
Japan is also panicked by the decision of the U.S. Department of Commerce, and Japanese companies will not be able to exit the Chinese market, so they will suffer huge losses. The U.S. anti-China strategy has created a huge dilemma for its allies, and the U.S. actions have made it difficult for South Korean companies to buy chips from Chinese South Korean companies, so they have to turn to American companies. South KoreaSemiconductorsAs a result, companies in the Chinese market may lose their home market, which will deal a heavy blow to South Korea's economy.
GloballySemiconductorsAt a time when the industry is fiercely competitive, American companies rely on theUnited States**Partnerships can often gain an advantage in business. At the same time, companies in South Korea and Japan will need to apply for import or export exemptions from the U.S. Department of Commerce through their home countries** and may not always be approved. In the power politics of the United States, South Korea and Japan, which cannot raise their heads, can only endure all kinds of bullying.
The U.S. Department of Commerce has issued a policy on "U.S. companies purchasing China."Semiconductors"The survey made South Korea and JapanSemiconductorsThe industry is in trouble. This action not only restricts the development of South Korean companies in the two major markets of China and the United States, but also has a negative impact on Japan, South Korea, and exports to China. At the same time, the power politics of the United States has put South Korean and Japanese companies at a significant disadvantage when competing with American companies, making it more difficult for them to develop their economies.
Personally, I believe that the actions of the United States hit not only ChinaSemiconductorsThe industry has also given allies South Korea and Japan a warning. As allies of the United States, South Korea and Japan are economically dependent on the United States, but this dependence has also made them tools in part for American policy push. In the face of the anti-China strategy of the United States, South Korea and Japan should think about how to protect their own interests, improve their independent innovation capabilities, and reduce their dependence on foreign technology. Only in this way can we better cope with external pressures and protect the stability and sustainability of domestic industrial development. At the same time, strengthening cooperation with other countries and promoting the healthy development of the multilateral system is also an important way to deal with US unilateralism.