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The United States requires Samsung and other chip manufacturers to submit key information, and the Korean industry calls

On September 29, Korean chip manufacturing industry experts and analysts called on the government to oppose the "improper requirements" of the United States for Samsung and other companies to disclose key business information, so as to protect local companies related to the industry < p > the information requirements of the U.S. government for semiconductor companies include: semiconductor products currently on sale, products with the largest backlog of orders, attributes of each product, sales in the past month, manufacturing and packaging location. In addition, list the top three customers of each product and the approximate proportion of each customer in the sales of the product < p > many industry insiders and experts claim that handing over these data may weaken the bargaining power of local enterprises and ultimately damage their competitiveness in the global market < p > not long ago, the US Department of Commerce announced that it might use the defense production act (DPA) to help solve the shortage of automotive chips in the United States. If the United States does take such measures, all semiconductor companies operating in the United States must submit specific information about their supply chain < p > US Secretary of Commerce Gina Raimondo said that if semiconductor companies cannot voluntarily provide information, they may invoke the DPA clause, which means that chip companies may be forced to submit relevant information < p > the Korean chip industry generally believes that the requirements of the U.S. government are an excessive intervention in the market, which is contrary to the principles advocated by the United States so far. The market should be allowed to deal with the supply shortage according to its principles < p > for large semiconductor companies such as Samsung, the disclosure of confidential information will expose more weaknesses. Samsung is the world's largest memory chip manufacturer, second only to TSMC in the booming OEM market < p > the U.S. Department of commerce is not only seeking information from chip manufacturers participating in recent White House summits, but also from all participants in the industry, which will also force SK Hynix, the world's second-largest memory chip manufacturer, to share confidential data < p > the recent summit held by the White House is the third special chip conference, chaired by Raymond, and attended by representatives from Intel, Samsung, TSMC and general motors < p > the purpose of this meeting is to formulate measures to alleviate the shortage of automobile chips experienced by American automobile manufacturers. However, the specific data required from chip manufacturers are regarded as highly sensitive information, and enterprises usually do not voluntarily disclose it < p > South Korean industry experts and analysts said that the White House's request should be seen as a means to help quantify the global semiconductor supply chain and help the United States regain its leadership in the industry. Over the past few decades, American companies have lost out to Asian companies in this field < p > the United States also seeks to bring the production facilities of large companies to the United States, not only the semiconductor industry, but also the electric vehicle battery industry, so as to ensure the stable supply of these products. The United States now believes that these products are key issues related to national security < p > an analyst of the Korean chip industry said: "the government should not do nothing. The chip industry is a competitiveness issue related to the national level." another industry insider also stressed that due to the confidentiality of information related to the supply chain, the disclosure of such information will affect a company's negotiation ability < p > the third industry source said: "this makes many relevant enterprises hesitant, because divulging such information may weaken their bargaining power, and this information may also be exposed to customers, competitors and partners. Given that the U.S. government is still uncertain about dealing with this issue, the Korean government may need to stand up when necessary." (small) < / P > < p > background introduction: < / P > < p > the United States has put pressure on Samsung and TSMC to provide key internal data such as inventory and orders < / P > < p > < / P > < p >


2023-03-22 10:04:44

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