On the 22nd, Yang Hyang-ja, Chairman of the Special Committee on Semiconductors, said, “We, Taiwan, and Japan are using the semiconductor technology made by the United States by renting and using it, so we must enter the ‘Chip 4’ semiconductor alliance.” A semiconductor confrontation with China seems inevitable.
On the 20th, Republican senators issued a letter urging South Korea and other countries to cooperate in deploying missiles.
The Global Times of China on the 21st said about Korean semiconductors, “Severing off from the Chinese market is like a commercial suicide. Will you be willing to sacrifice for that?” he said.
In line with the government's announcement of a strategy to achieve a 'semiconductor superpower' with an investment of 340 trillion won, Yang said, "A change is inevitable in Ahn Mi-kyung-jung (the United States for security, China for the economy)." "The country with the most technologies and patents in the semiconductor industry is the United States Japan has no choice but to enter Chip 4 because semiconductors are weak.
At the end of June, he became the chairman of the special committee to strengthen the competitiveness of the semiconductor industry through the people's power.
On the 21st, Samsung Electronics announced a mid- to long-term plan to build 11 semiconductor factories by investing 250 trillion won in Texas over the next 20 years through the US media.
The Wall Street Journal said, “Samsung Electronics proposed to establish two semiconductor factories in Austin, Texas and nine in Taylor, with an investment of $192.1 billion over 20 years in an application for tax benefits at the end of May.” “Samsung Electronics operates two semiconductor factories in Austin, Texas.” We are building a foundry (semiconductor consignment production) plant in Taylor at a cost of $17 billion, and there is a possibility that Samsung Electronics will increase production in the United States by increasing more semiconductor production facilities in Texas in the future.”
Samsung Electronics and SK Hynix are operating semiconductor factories in Xi'an and Wuxi, respectively, in China.
The Global Times of China in the previous article said about the possibility of South Korea joining the US-led Chip 4 alliance, "Whether South Korea can oppose the US opinion is a matter of practical interest, but it will be a litmus test to verify independence and independence." said.
"Samsung Electronics' potential investment plan is proving that the US industrial strategy is working," Brian Diss, chairman of the National Economic Council (NEC) of the White House, said in a statement on the 21st. .
The Biden government launched 'Chip4' or 'Fab4' as a semiconductor supply chain network in East Asia with Korea, Taiwan and Japan, and requested that it be notified of its participation in Korea by the end of August (Voice of the United States) voa) reported on the 19th.
“The leaders of the United States and South Korea have already confirmed their commitment to strengthening supply chain resilience,” said Scott Snyder, director of US Korea Policy at the American Foreign Relations Association.
James Andrew Lewis, senior vice president of the Center for Strategic and International Studies (CSIS), said about Korea's participation in the 'Chip 4 Alliance', "Partners can benefit from the strengthening of cooperative relationships with other leading countries, such as the United States, Japan and Taiwan," “This is to introduce policies that do not impede legal competition in highly competitive fields and accelerate growth,” he said.
Republican senators from the United States sent a letter to Defense Secretary Lloyd Austin on the 20th, urging South Korea and other regional allies to cooperate to deploy missiles in the Indo-Pacific region, VOA said.
In an open letter to the defense secretary, six Republican Senator Marco Rubio and others said, "To deter China's aggressive behavior, we need cooperation with our allies in the region to develop and deploy ground-launched missiles in the region." "The US alliance and partnership are essential not only for defense of the United States, but also for efforts to establish and maintain a rule-based international order."
On the 22nd, President Yoon Seok-yeol ordered the Ministry of National Defense to "make every effort to construct a dense and efficient missile defense system to counter the North Korean nuclear threat."
Samsung Electronics' sales rose to 77.78 trillion won in the third quarter of last year (73.98 trillion won), 76.57 trillion won in the fourth quarter of last year, and then stopped rising to 77 trillion won in the second quarter.
Samsung's 3Q net profit was 14 trillion won, a sharp drop in smartphone demand in China.
Gartner, a market research firm, announced that this year's smartphone sales forecast was 1.456 billion units, 7.1% lower than last year's 1.567 billion units, and Samsung's smartphone sales in China in May were 20.6 million units, a decline from the previous year for the fifth consecutive month.
Taiwan's Yonhap News Agency reported on the 22nd that "TSMC will be in charge of consignment production of semiconductors jointly developed by Carriad, a software subsidiary of Volkswagen Group, and STMicroelectronics, a Swiss semiconductor company."
Yonhap reported, "This cooperation between the two sides is a cooperative relationship to expand the supply of semiconductors used in electric vehicles."
The Wall Street Journal reported on the 4th that the semiconductor boom had ended due to slowing PC sales and a plunge in virtual assets.