Chinese semiconductor thread II

tokenanalyst

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US asks South Korea to toughen up export controls on China chips
US officials discussed the issues in depth with the government of South Korean President Yoon Suk Yeol in March. While the US is trying to reach an agreement before a G7 summit in mid-June, Seoul officials are debating whether to satisfy the US request, in part because China remains a key trading partner.
If the Koreans decide to go that path, I think China could help the Koreans in their lagdog quest with the US by imposing some import controls to Koreans companies that compete against Chinese companies in China, IDK maybe some tariffs.
 

mst

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US asks South Korea to toughen up export controls on China chips
US officials discussed the issues in depth with the government of South Korean President Yoon Suk Yeol in March. While the US is trying to reach an agreement before a G7 summit in mid-June, Seoul officials are debating whether to satisfy the US request, in part because China remains a key trading partner.
With help from Samsung and Hynix, South Korea makes some of the world’s most advanced logic and memory chips. While its chip equipment suppliers are not as prominent as the US’s Applied Materials Inc. or the Netherlands’ ASML Holding NV, local gear makers including Hanmi Semiconductor Co. and Jusung Engineering Co. still make up an important part of the Asian country’s semiconductor ecosystem.

South Korea has the biggest market share of memory chips in China and it is the second largest provider of silicon wafers for Chinese firms after Japan, according to a February report from the Korea Institute for International Economic Policy. For chip-making materials and parts, South Korea is also the second largest exporter to China after Japan, the report said.
 

tokenanalyst

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With help from Samsung and Hynix, South Korea makes some of the world’s most advanced logic and memory chips. While its chip equipment suppliers are not as prominent as the US’s Applied Materials Inc. or the Netherlands’ ASML Holding NV, local gear makers including Hanmi Semiconductor Co. and Jusung Engineering Co. still make up an important part of the Asian country’s semiconductor ecosystem.

South Korea has the biggest market share of memory chips in China and it is the second largest provider of silicon wafers for Chinese firms after Japan, according to a February report from the Korea Institute for International Economic Policy. For chip-making materials and parts, South Korea is also the second largest exporter to China after Japan, the report said.
Blindly following orders from the know-nothing think tankers stooges in D.C. is pretty good way to destroy all that.
 

gelgoog

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US officials discussed the issues in depth with the government of South Korean President Yoon Suk Yeol in March. While the US is trying to reach an agreement before a G7 summit in mid-June, Seoul officials are debating whether to satisfy the US request, in part because China remains a key trading partner.
The South Koreans, or this journalist, are pretending they have any influence over this matter. When the truth is if they don't do what the US wants they will just get hit with secondary sanctions. And even if they made their own tools and everything the semis sector in South Korea wasn't vulnerable to secondary sanctions South Korea is still dependent on the US for defense.

Of course if they simply back down they will just be sealing their own doom. They are admitting they are just an appendage for the US hegemony. That they get to have any industry at all is just a privilege which can be taken away at any time.
 

chgough34

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The South Koreans, or this journalist, are pretending they have any influence over this matter. When the truth is if they don't do what the US wants they will just get hit with secondary sanctions. And even if they made their own tools and everything the semis sector in South Korea wasn't vulnerable to secondary sanctions South Korea is still dependent on the US for defense.

Of course if they simply back down they will just be sealing their own doom. They are admitting they are just an appendage for the US hegemony. That they get to have any industry at all is just a privilege which can be taken away at any time.
Yeah: this is topical to “China semiconductor” in that the U.S. has substantial leverage over any negotiation since it has privileged monopoly positions in global manufacturing/IP/etc, every large financial institution has correspondent accounts at the New York Fed, substantial shares of global final demand, military power, political influence/[bribe/blackmail/election interference/coup capacities], threats of withholding various kinds of military aid, is a source of foreign direct investment, is a location every large non-US firm wants to invest in, and has substantial collaboration with foreign universities/corporates/other institutions and these interact and feed upon each other in various interlocking mechanisms
 
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ansy1968

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Coming from Koreans, you know they're concern cause they are the Canary in the coal mine. I may agree with them regarding their NAND technology lead time over China BUT advance foundry? It's more than 3 years than 5, especially as they had problem with their yields on their 3nm chip.

And Another thing, we should answer the question where did the Chinese get their confidence? My answer is their maturity and patience, they're not easily provoke and plan their action methodically and scientifically, NOT Hysteria and panic we saw from the Collective West and especially India.


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2 days ago — The global community is on edge following reports that China plans to eliminate products from American companies Intel and AMD.
 
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paiemon

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Better option would be to buy from US company. It would be funny as hell.
No, split between Japan and US. That would be rubbing it in, especially since Koreans love to one up on Japan. And if they do go ahead and follow the US exactly as prescribed, they would actually be bending over even more than Japan which is hilarious.
 

ansy1968

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Speaking of equipment sales, I read that ASML had been harvested by the American as it plan to moved its operations and manufacturing to the US.

So now we know Xi subtle reminder to Rutte is all about.
 
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ansy1968

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As in Duhhhh!!!!...lol If Nikon show concern it only mean that SMEE SSA800A is comparable to Nikon latest and most advance DUVi, more cheaper and is being introduced and purchase in large numbers.

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4 hours ago — Nikon shows concerns about emerging Chinese competitors in lithography. In the global lithography industry dominated by ASML, Nikon, and Canon, ...
 
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