Under the chip rules, South Korean companies have lost tens of billions of yuan in the Chinese market
Japan is ongoing"The Great Compromise", and the chip regulations of South Korean companies have caused Chinese companies to suffer tens of billions of losses!
When the U.S. imposed a chip ban, American and South Korean companies were hit the hardest, their high-end products could not be exported for free, and the Chinese market did not need such cheap chips, and this deficit would cause a series of chain reactions.
After the return of the Kirin 9000 s, the blockade of high-end chips has not been loosened, and the United States has temporarily stopped sanctions on artificial intelligence, new energy vehicles and other related industries, which is undoubtedly worse for companies in the United States and South Korea.
However, relatively speaking, South Korean companies have been hit much harder, and the "chip ban" implemented by Biden** is aimed at getting the country's manufacturing industry back on track, and if it can do this, American companies will benefit from it, thereby further strengthening their position in the world.
South Korean companies are different, although Samsung's existing process has reached TSMC's most advanced process, but its market is very limited, TSMC's existing technology, can still be in the world, more than 50% of the global foundry, even after the loss of consumers in Chinese mainland, can still obtain more than 50% of the global foundry.
Before South Korean companies captured more than 50% of the Chinese market, the United States imposed a full range of sanctions on Chinese companies, leaving South Korean companies in a dilemma, not knowing whether they should follow the US ban, so they have remained neutral.
Now, Japan is"The king of picking", export controls have had an impact on South Korean companies.
South Korea's latest figures show that in 2018, South Korea exported 82.4 billion yuan of semiconductor products to China, and in 2023, this figure will drop to 63 billion, with a gap of 16.2 billion between the two.
Now that China's demand for chips has increased sharply, South Korea's opposite, and Chinese companies are becoming less dependent on South Korean companies, which is in sharp contrast to Japan's good figures.
Statistics show that during this period, China imported more than 5 billion yuan from Japan, South Korea mainly used chips, and Japan mainly focused on semiconductor core equipment.
After the United States promulgated chip regulations, China's imports of high-end chips have been curbed, and now, low-end chips are also facing threats.
After the entry into force of the agreement between the United States, Japan and the Netherlands, Japan was very clever to officially announce the shipment of 23 kinds of core manufacturing equipment, which gave the United States an excellent excuse, but the United States itself did not meet the relevant ban, and Japan also announced that these equipment were seized in the United States, and it was difficult to apply for it by sea.
The United States' requirements for Japan are much stricter than those of South Korea, because the core cores produced by Japanese companies, some of which are more important than lithography machines, and if they are not sanctioned, the United States will not be at the forefront of the world at this time.