2019A dispute also broke out between South Korea and Japan in 1988. Japan announced an embargo on South Korea and required export review of three important chemicals, including photoresist.South Korea immediately started the localization project, however2Years later, we still cannot get rid of our dependence on Japan.
Japanese companies have an important position in the global semiconductor material industry. The main embargoes against South Korea are photoresist, fluorinated polyimide and hydrogen fluoride, which are all high-precision products in the production of semiconductor chips and panels. South Korea depends on Japan. Reached80-90%，EUVPhotoresist is even more occupied by Japanese manufacturers90%Market.
After being sanctioned, South Korea began to reduce its dependence on Japan. On the one hand, it strengthened domestic independent research and development, and on the other hand, it bypassed Japanese imports and changed to overseas imports.
A few days ago, South Korea disclosed information that since2019year7Since the implementation of restrictions in September,South Korea’s imports of photoresist from Belgium have increased10Times, the dependence on Japan has dropped to50%the following.
On the whole, the South Korean government claims that100In terms of key industrial materials, South Korea’s dependence on Japan has changed from31.4%Down to24.9%, But it never specified the names of these materials.
However, South Korea’s statement was punctured by the Japanese media,Photoresist said that the proportion of imports from Japan has fallen50%Below, but in fact South Korea’s photoresist imported from Belgium is still JapanJSRProduced by the subsidiary.
The same is true for other key materials, such as fluorinated polyimide. South Korea’s imports from Japan have increased in the first half of this year.15%,Reached4430Ten thousand U.S. dollars.
However, this wave of sanctions and anti-sanctions disputes between South Korea and Japan has not really broken their faces.Japan said that it was blocking exports to South Korea, but the Japanese company’s application for export was still approved. After all, South Korea is the world’s largest semiconductor chip production base and a major customer of Japanese companies.LGFor companies like Japan, there is no other market for Japanese photoresist to replace.
Of course, South Korea cannot be2The localization of these materials was completed in a few years, and at present it has only achieved import diversification, but the import of photoresist is essentially from Japanese companies.
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