Introduction.
Biden's ** is committed to building a chip technology alliance composed of four countries to build a stable global semiconductor ** system. Although South Korea did not join, this also led to a "tripartite" consisting of the United States, Japan, and the Netherlands. This move is seen as leading to the disintegration of the Four-Nation Chip Alliance. However, due to the constraints of sophisticated production equipment, South Korea's semiconductor industry remains in Chinese mainland, and there are no plans to withdraw production capacity. Recently, though, something has gone wrong. SK hynix, the world's second-largest producer of memory chips, has formed an alliance with TSMC to further strengthen the competitive advantages of the two companies in AI chips, according to a report by South Korea. The two companies will jointly develop sixth-generation HBM chips. This also means that Korean companies and American companies are getting closer, and they can almost be said to be tied together.
The important role of TSMC's alliance with Korean companies.
One of the big factors in the maintenance of the four-nation chip alliance is the involvement of TSMC. Although TSMC is the world's largest contract manufacturer, most of its customers are American companies like Nvidia, Apple, AMD. Judging from the business exchanges between Apple and Nvidia and TSMC, TSMC will receive more orders in the future. But TSMC can't reverse its over-reliance on American companies. In the field of HBM, the Korean company has a close partnership with NVIDIA. Therefore, if South Korean companies want to maintain their leading position in technology, they must build relationships with American companies like Nvidia. In the fierce market competition, the gap between Korean and American companies is narrowing. This also means that they are even more vulnerable in the face of various sanctions and constraints of the United States.
Prospects for the Quad Chip Alliance.
Although the U.S. has not officially enforced the Chip Subsidy Act, Samsung has accelerated its plans to set up a factory in the U.S., and SK hynix is considering building a new wafer factory in the U.S. Therefore, we should maintain a high degree of vigilance against the current situation, that is, whether the "four-country" chip alliance has completely disintegrated. In any case, the relationship between American and Korean companies is getting closer and closer, which cannot be ignored. In this regard, we would love to listen to your opinions and opinions, and welcome to comment, like, and share!
The conclusion is that from the "chip alliance" of the "four countries", it can be seen that the "disintegration" of the "four countries" is only a symptom, and the "three parties" of the "United States" and "South Korea" enterprises are increasingly carrying out the "alliance" of the "three parties". After the alliance between SK hynix, a South Korean semiconductor company, and TSMC has joined forces to strengthen its position in the AI chip market. This also makes the relationship between the four major chip alliances and the three parties closer. In addition, South Korean companies' dependence on the U.S. market and their partnerships with U.S. companies make them vulnerable to U.S. constraints and sanctions. While the four chip alliances have not yet reached full collaboration, there are several potential developments that deserve our attention. Therefore, as to whether the "chip alliance" of the "four countries" will really disintegrate, we still need to maintain a cautious attitude and pay close attention to its subsequent development.