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(observer network), comprehensive Asian daily, Seoul economy and other Korean media reports. The US government recently proposed to the 3 major chip manufacturers in Korea, Japan and Taiwan to form a chip Quadruple Alliance (Chip4), aiming at containing the rising mainland China and "forming encirclement ring on the mainland of China in the global supply chain". P>

however, Korean media pointed out that South Korea is afraid to accept the US proposal that China and Korea cooperate closely on semiconductor. Chinese mainland is the biggest semiconductor market in Chinese mainland. P>

, Seoul's economic media, "the economy of Seoul", reported on the 27 day, according to industry and government information, the US government recently proposed to the Korean government and major semiconductor companies to form a "chip Quadruple Alliance" (Chip 4), and also sent an invitation to Japan and China. p> < p > however, the Seoul economy also pointed out that from the perspective of the South Korean government and enterprises, the possibility of accepting the proposal of the US government is limited. Li Zonghao, director of the semiconductor Joint Research Institute of Seoul University, pointed out that due to the large proportion of business in China of Korean semiconductor giants Samsung and SK Hynix, it is difficult to accept the proposal of the U.S. government, which requires close communication between the government and enterprises < p > "Asia daily" also pointed out that the South Korean government and enterprises are afraid to accept the US proposal < p > Asia Daily said that the "chip 4 alliance" proposed by the United States would impose a heavy burden on the South Korean government and semiconductor enterprises. The Chinese mainland is the biggest semiconductor market in the world that can not be ignored. Korean semiconductor enterprises also have core production bases in Chinese mainland. Chinese mainland has contributed more than half of its global semiconductor market to $299 billion 100 million, according to IBS, a market research firm. The Chinese mainland has assembled electronics products worldwide, which are known as "world factories". P>

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Samsung Electronics and SK Hynix have built factories in Chinese mainland. Samsung has the only overseas production base of memory chips in Xi'an, Shaanxi Province. It mainly produces Samsung flash chips. The production capacity of 12 inch crystal full moon reaches 265000, accounting for 42% of the overall output of Samsung flash and 10% of the global flash market < p > SK Hynix has a DRAM chip factory in Wuxi, Jiangsu Province, which produces 170000 12 inch wafers a month, accounting for 47% of SK Hynix's overall DRAM output. At present, the M8 project built by SK Hynix in Wuxi is under construction. M8 is an 8-inch wafer project, which mainly involves OEM manufacturing and sales businesses such as camera circuit (CIS), driver circuit (DDI), power management integrated circuit (PMIC). Last year, it acquired Intel's factory in Dalian, Liaoning Province, which has the potential to increase its business in China < p > according to the data released by the Korea Federation of industry (FKI) in January, South Korea's dependence on materials provided by China is as high as 39.5%, Japan 18.3% and the United States 6.3% in semiconductor production by 2020, according to the Korean financial website "econovill". From the perspective of semiconductor exports, 39.3% of South Korea's total foreign exports are exported to China, which shows the high dependence of South Korea's semiconductors on China

predicted that the Chinese mainland semiconductor market will grow by an average of 8.3% annually from 2020 to 2025 in January. Half of the country's mobile phone market Chinese mainland will not change much in the future. With the popularity of 5G phones and the expansion of data center investment, Chinese mainland will vigorously lead the growth of semiconductor market demand. p> < p > therefore, Asia Daily said that in this context, if South Korea joins the "chip Quartet" proposed by the United States, it will inevitably lead to China's dissatisfaction. The Chinese mainland is the main market. South Korea must take a cautious attitude. p> < p > since last year, the United States has repeatedly put pressure on Samsung and other Korean semiconductor enterprises in the name of "stabilizing the chip supply chain". On November 8 last year, Samsung Electronics had to "voluntarily" submit company information including inventory information and other sensitive information to the U.S. government to "help" the United States dredge the semiconductor supply chain. On November 23 last year, under the coercion and inducement of the United States, Samsung finalized the plan to build a second factory in the United States < p > the Korean media Seoul economy pointed out that South Korea is in a period of transition between the old and new governments, and the response of the future government is very important. Park jaegen, President of the Korean Institute of semiconductor and display technology, pointed out that the New South Korean government is about to take office and should act as a control tower to coordinate and solve the problems encountered in the development of the chip industry < p > this article is the exclusive manuscript of observer.com and cannot be reproduced without authorization

2023-03-22 10:04:52