According to the Taiwan Media Economic Daily, sources in the semiconductor industry pointed out that the resurgence of Sino-US technology wars has also raised the suspicions of South Korean chip makers. Although the core business of Samsung Electronics and SK Hynix is memory chips, it has not yet been included in the new US ban on Huawei. However, the chip manufacturing process in the Korean chip industry, from design, manufacturing to packaging, relies on American technology, making these companies deeply Worried.
The source pointed out that South Korea's memory chip business will not be directly impacted by the new US ban in the short term, but uncertainty continues to increase, which will make Korean companies sit back and rest, and may have a negative impact in the long run.
According to data from the Korea Trade Association (KITA), Japan ’s largest importer of chip equipment last year was Japan, with a size of US $ 329.6 billion; followed by the United States, with US $ 320.2 billion; and the third place was the Netherlands, with an amount of US $ 174.5 billion.
South Korean officials pointed out that, in simple terms, whether it is a storage or non-storage chip, US technology accounts for about 30% of Korean chip production. Although the proportion varies according to product type, on the whole, it is impossible to abandon US technology in the entire process .
Although the United States once again gave Huawei a 120-day grace period, what will Huawei face when it expires?