It seems that the export of Korean memory is reduced.
Following the prohibition of GPU supply to China in China, the United States is pushing for a bill to prevent the supply of 14 nm (NM) or less equipment, and the wave of the global semiconductor industry is increasing. As the US checks in China are the highest, domestic semiconductor companies, including Samsung Electronics and SK Unix, are also concerned that they will suffer a lot of damage.
Semiconductor industry experts say that in order to reduce the damage caused by domestic companies, the US-led 'Chip 4 Alliance' is required. Through this, the factory of Korean companies in China should be coordinated with the United States to be excluded from the bill.
Chinese semiconductor prevents… Samsung · SK Unix China Factory is also 'Tension'
The United States further enhances the export control standards for semiconductor equipment in China. It is intended to prevent China's semiconductor transmission by blocking the supply of advanced technology to China.
In the United States, the original export control criteria were less than 10 NATO process equipment, which expanded the regulation from next month to 14 NATO processes. In response, the Ministry of Commerce recently informed the global top five and US equipment company Applied Materials (MAT), Lam Research, and LA as letter. In addition, this year, the US Semiconductor Support Act includes provisions that company that have received federal funds in the United States will be banned in China for the next decade.
As the United States tightens its regulations, tensions are also turned out to Samsung's and SK Unix's Chinese workplaces. Samsung Electronics has a NAND flash plant in Xi'an in China and a Fujian (test, packaging) factory in Suzhou. SK Unix has an Sushi DRAM plant and foundry (8-inch) plant, and Dalian has a NAND flash plant acquired by Intel.
The Chinese factory of these companies is not a state-of-the-art micro-process facility under 14 nm. However, if it is prohibited from importing semiconductor equipment below 14 nm, it will not be possible to expand advanced processes in the future. Only legacy manufacturing facilities must be operated.
Yew Banshee, vice-chairman of the semiconductor engineering society and professor of electronic engineering at Henrik University, said, The US exporting of China is to block the supply chain to prevent technology transfer and parts supply and reduce the production capacity of finished products. He said, This is likely to lose its competitiveness as the level of factory technology in China, as well as China, is likely to lose its competitiveness.
In addition, domestic small and medium-sized semiconductor equipment companies are likely to be blocked to China. Korea's semiconductor equipment companies are major customers in China and Taiwan as well as in Korea.
Kim Hyung-jun, the head of the next-generation intelligent semiconductor business unit, said, If we prohibit imports of process equipment under 14 NHS in China, Korean equipment companies are likely to be blocked in China. This is more concerned. I can't make core equipment, but not only after-process equipment, but also the etching and cleaning equipment of the entire process.
He also said, For this reason, we must insist on our interests through the chip 4 alliance, he said. Samsung Electronics and SK Unix's factories are in China, but it is necessary to consult that it is necessary to allow equipment to supply because it is a Korean company..
On the other hand, when importing semiconductor equipment becomes difficult in China, it is believed that it is making efforts to develop its own equipment technology by attracting Korea's core manpower to solve it.
Prohibition of supply of semiconductors for AI in China... concerns about decreasing domestic memory exports
The US government instructed NVIDIA and AMD last month not to take out high-performance graphics processing devices (GPUs) for AI without permission. Earlier in August, the electronic design automation (EDA) software used to produce semiconductors using the next-generation technology 'GAA (Gate All Around)' was also included in the Chinese export list. As a result, US EDA companies such as synopsis (32%share) and Cadence (30%share) have been regulated.
It is expected that there will be no damage right away because there are no GPUs and EDA companies in Korea. However, there is a lot of concern as the domestic memory industry is expected to decline.
Kim Hyung-jun said, China has used GPUs to create data center servers, and it is equipped with Korea's memory.. He added, 60%of our exports of semiconductor exports account for China (40%, Hong Kong 20%), he added.
In addition to domestic memory, secondary damage in the domestic system semiconductor industry is expected.
Professor Yew Banshee said, In recent years, it is said that the government has been restricted from selecting national tasks or excluded from tax benefits to domestic companies that are invested from China or business in China. At the same time, we will not be able to invest in China. However, it is expected that China's backlash will be severe if it is legalized.
On the other hand, there are also observations that domestic CPU companies are expected to benefit. It is an industry's opinion that it can be an opportunity for domestic companies that create a level of nerve network processing device (CPU) to replace the GPU. However, it is also argued that the results have been achieved depending on the chip four alliance.
It is difficult to predict because it may have the opportunity to supply Opus to China or to become more difficult to supply to China. It's like unexpected. Representative A said, The chip 4 alliance may be helpful, or rather that it will not be possible to export to China, he said. I have no choice but to see it.