The background of the prospect that the US government will allow Korean corporations corresponding to Samsung Electronics and SK Hynix to increase their business in China is an evaluation that leaving a way out in China is predicted to profit the US national interest in the long term. got here out
The background of this evaluation also played a job in predicting that continued help from allies can be needed because the US-China technology war entered a protracted phase.
The Wall Street Journal explained on the 14th (local time) the explanation and background that the US government seems to proceed to permit Asian semiconductor corporations, including domestic semiconductor corporations, to supply semiconductors in China. That is an article that accommodates an evaluation of the article reported on the twelfth.
Based on this, the largest background is the prediction that the technology war between the US and China will flow right into a long-term war. As the worldwide industrial structure is intricately intertwined, competition cannot proceed without the continued support of friends and allies.
In truth, Korean and Taiwanese semiconductor corporations occupy vital positions not only in China but in addition in the US.
Based on the Semiconductor Industry Association of America, China is the world’s largest semiconductor market, accounting for nearly a 3rd of the $574 billion in global chip sales last 12 months.
And Samsung Zanja and SK Hynix are particularly vital. Based on research firm TrendForce, Samsung Electronics and SK Hynix manufacture a couple of quarter of all NAND flashes worldwide.
Based on Pitch Rating, about 40% of Samsung’s NAND flash production facilities and 20% of SK Hynix’s are in China, and 40-50% of SK Hynix’s DRAM production comes from Chinese facilities.
In the long run, tying up China could deal an irreversible fatal blow to Samsung Electronics and SK Hynix.
As well as, it’s analyzed that the US needs Samsung Electronics and TSMC even for its own market. Each corporations are prepared to speculate billions of dollars within the US, but are wary of Chinese investment restrictions that include US government chip subsidies. For this reason, if the 2 corporations spend money on their home countries or Europe as a substitute of the US, the US may also suffer.
Nevertheless, the WSJ identified that an important point is that even when Korean and Taiwanese corporations are allowed to supply in China, it’s going to not be of much help to China.
In other words, it is vitally difficult for China to upgrade its high-tech chip manufacturing process through products from Samsung Electronics, SK Hynix, and TSMC. It’s an interpretation.
Against this background, it’s the logic that there is no such thing as a reason for the U.S. government to go ahead with actions with little profit even while listening to the cries of its allies. Reasonably, he said that it’s more vital to hearken to the requests of South Korea and Taiwan, emphasize that they’re friends, and move facilities concentrated in China to the US in the long run.
The WSJ concluded, “Waging a chip war with China is not going to be easy or quick. To succeed, the US will need a number of scientific strength, common sense, and friends and allies.”
Reporter Lim Dae-jun ydj@aitimes.com