In response to a series of chip export control measures announced by the United States a few days ago, the South Korean Ministry of Industry, Trade and Resources (hereinafter referred to as the Ministry of Industry) stated that this move has "limited impact" on South Korea's related industries. The new US export control regulations to China officially come into effect on the 21st of this month. Without prior approval, relevant companies are prohibited from exporting high-performance computer chips, chip manufacturing equipment and other products to China. According to South Korea's " Asian Economy " report on the 10th, the South Korean government has previously conveyed South Korean concerns to the United States through consultations.
reported that the United States included 31 Chinese companies, research institutions and other groups on the US Department of Commerce's "unverified list" this time, restricting relevant entities from obtaining US semiconductor technology. According to sources, the U.S. government may "open the internet" to foreign companies that produce memory chips in China. However, the Ministry of Industry of South Korea believes that from a long-term perspective, South Korean artificial intelligence companies may be restricted when they explore overseas markets.
Some Korean semiconductor industry insiders who did not want to be named said that the introduction of new U.S. restrictions marks that Korean companies are actually no longer able to invest or upgrade their equipment in their production lines in China. Currently, Samsung Electronics has NAND flash memory factories and semiconductor assembly and testing factories in Xi'an and Suzhou , respectively. SK Hynix has DRAM and NAND flash memory factories in Wuxi and Dalian, respectively, and packaging and testing factories in Chongqing. Samsung Electronics said it hopes that the South Korean and US governments will reach "constructive conclusions" through consultation to ensure the normal operation of its Chinese production bases. SK Hynix also stated that it will make every effort to prepare the required materials and documents to obtain permission from the US in accordance with the prescribed procedures.
"At present, there is no guarantee that the United States will be open to South Korea's semiconductor network." Korean Minzu News reported on the 10th that the worries of South Korean semiconductor companies are increasing. Although theoretically, the most advanced semiconductor devices can be shipped to China with permission from the US government, there is no guarantee that they can continue in the future. Meanwhile, American semiconductor company is focusing on expanding its domestic production facilities. Micron announced this month that it will invest $100 billion in New York in the next 20 years to build a giant semiconductor factory to supply advanced storage semiconductors. Intel decided to spend $20 billion by 2025 to build a semiconductor foundry in Idaho, USA. Therefore, there are many speculations that the US government may further strengthen protection measures for its own semiconductor companies in the future.
"The United States strengthens the semiconductor restrictions, which will only accelerate China's semiconductor independence." South Korea's "NEWS1" website reported on the 10th that the US-China technology dispute is escalating, but the United States' goal of restricting China's technological development will eventually fail. In 2018, the United States began to impose high tariffs on China during the Trump administration. In 2021, the United States' trade deficit against China hit a record high. After the U.S. government announced a restriction on semiconductors on China, the stock prices of U.S. semiconductor companies plummeted collectively. This move will not only cause losses to American semiconductor companies, but will also help the independence of China's semiconductor industry.
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