The Hankyoreh positively evaluated the government-led two-year strategy for self-reliance of sub, department, and equipment (materials, parts and equipment) as ‘post-Japan technological independence’, while the ‘Herald Economy’ negatively evaluated it as ‘re-expanding the deficit with Japan’.
On the 25th, the government decided to expand the list of 100 items in response to Japan's export restrictions and select an additional 65 items, including semiconductors and biotechnology.
The Hankyoreh, in the title of to break the 'last wall' of the [2 Years of Japan Export Control] project, on the 'Regulatory Strategic Material Extreme UV Photoresist' in the field of 'Dongjin Semichem, Korea's representative photoresist manufacturer' In the article, The Hankyoreh continued, with the title of “Higher-purity hydrogen fluoride” among the three core department managers, “Stronger mid-term, raising industrial self-sufficiency” under the title “The dependence of hydrogen fluoride on imports from Japan was from July 2018 to 2019 before export restrictions.” It fell from 42.9% in June to 9.0% from July 2019 to June 2020. After that, it rose again to 14.0% from July 2020 to May 2021, but considering that it fell from the 40% range to the 9% range after export restrictions, it is generally interpreted as a downtrend.
The Hankyoreh continued, with respect to polyimide among its core items,
The 'Herald Economy', in the article reported on the 27th.
The trade deficit with Japan was $10 billion until May this year, an increase of 35% from $7.4 billion in the previous year. Japanese beer imports were $3 million by May, an increase of 21.2% year-on-year, and automobiles an increase of 5.4% year-on-year.
Moon Jong-cheol, a research fellow at the Korea Institute for Industrial Economics and Trade, told the Herald Economics, "After Japan's export restrictions, we also diversified through new material and parts supply lines, but we still depend on Japan for parts that require cutting-edge technology, and Japan's technology accumulated over decades is short-lived “It is true that it is difficult to catch up,” he said. “Even if we assume that the various mini-management policies that the government is promoting continue, it will take more than 10 years for the effect to appear.”
Yonhap News reported in the [2 years of Japanese export restrictions] special feature ⓛ , <2 years after Japan's export restrictions to Korea, the supply and demand conditions for key items remain stable. The industrial site is running without any major problems. Rather, the diversification of import sources in the field of materials and parts reduces dependence on Japan, and results such as the successful localization of some materials and equipment.> He said, reported on the 27th.
Regarding ‘high-purity hydrogen fluoride’, the Union said, “The proportion of imports from Japan in January to May of this year was 13.0%, an increase of 0.7 percentage points from 12.3% a year ago. However, compared to two years ago (43.9%), it has decreased to one-third.
The Kyunghyang Shinmun,
Deputy Prime Minister Hong Nam-ki held the “Competitiveness Reinforcement Committee” on the 25th and decided to “preempt the supply chain of future materials, parts, and equipment” by adding 65 items of semiconductor biotechnology, and decided to expand the existing 100 items to provide financial support.
Deputy Prime Minister Hong said on the same day, "There was no production disruption as the supply stabilization of the three core items, which were initially concerned about hydrofluoric acid, EUV photoresist, and polyimide fluoride, has improved. Investment in new and expansion facilities, diversification of imports, and acquisitions He said, "It was an opportunity to enhance the competitiveness of the general manager industry beyond stabilizing the supply of regulated items, and the actual follow-up measures were also steadily pursued," he said.