【Abstract】 The media pointed out that Japanese companies have a very high market share in the fields of wafers and reticle substrates. Among them, the reticle substrate is an important raw material for the photomask part in the manufacturing process of semiconductor, LCD, OLED, etc.Author: Huang Tai-yu
Source: All-weather technology
On Friday, July 12, according to the Yonhap News Agency, Japan may expand its list of export restrictions on Korea, and may increase the number of restricted items including integrated circuits (ICs), power management ICs (PMICs), lithography equipment, ion implanters, crystals. Round, reticle base, etc.
In other words, these new projects also require a separate export license, which is estimated to take about 90 days each time, according to Korean media.
South Korea's "Asia Daily" pointed out that Japanese companies account for a very high market share in the field of wafers and mask substrates. Among them, the reticle substrate is a raw material for the photomask portion in the manufacturing process of semiconductors, LCDs, OLEDs, etc., and the importance of semiconductor engineering is becoming more and more prominent.
It is worth noting that one of South Korea's Samsung Electronics core industries is system semiconductors, and its leading EUV project is a new generation of technology for micro-engineering.
NH Yinyu, a researcher at NH Investment Securities, said that the mask base used in EUV engineering is currently produced exclusively by HOYA Japan. Although the Korean company S-Tech also produces a mask base, there are still many shortcomings compared with Japanese companies.
In this regard, the Korean industry believes that if Japan's export restrictions on South Korea are not resolved as soon as possible, Samsung originally planned to start the construction of the Huacheng EUV special production line in January next year or a gap.
It is worth noting that according to CCTV news reports, around two o'clock this afternoon, the Japanese and South Korean governments will hold working consultations on strengthening Japanese export controls against South Korea in Tokyo. This is the first working consultation between the two sides since Japan strengthened its export controls to South Korea on the 4th of this month.
Recently, the Japanese government has tightened trade restrictions on South Korea.
Last Monday, the Ministry of Economy, Trade and Industry announced that it would implement a strict export management system for South Korea. The reason was that after discussions with relevant departments, it was believed that the trust relationship between Japan and South Korea was obviously damaged.
Specifically, Japan will change its export management scope to Korea, and will conduct export inspections on specific projects from July 4th, and require separate application for export licenses. The new limitations will apply to a number of key semiconductor materials, including fluoropolyimides for the manufacture of TV and smartphone panels, core material photoresists for semiconductor fabrication, and hydrogen fluoride for high purity semiconductors.
For South Korea, since Japan accounts for 90% of the global production of fluoropolyimide and photoresist, and 70% of global semiconductor companies need to import hydrogen fluoride from Japan, stricter export restrictions may affect Samsung Electronics and SK Sea. Production of Korean technology giants such as Lux and LG Electronics.
In response, South Korea’s Qingwatai responded on July 4 that Japan’s export restrictions on South Korea are political retaliation in flagrant violation of WTO rules and international law, and will actively seek diplomatic measures to counter Japan’s restrictions on exports to South Korea, including Recourse to the WTO.
However, on July 9, the Financial Times quoted Japanese officials who had learned about trade measures as saying that the Japanese government plans to follow the Wassenaar agreement to restrict the export of semiconductors to South Korea, and the agreement stipulates that trade restrictions cannot hinder private transactions. .
A senior Japanese official said that if (export) is used for civilian use, the government will issue a permit. And he mentioned that the interpretation of “Japan's restrictions on exporting semiconductors to South Korea will undermine the global supply chain” is wrong, and Japan will not include Korean companies on the banned list.