<Anchor>



The first place that US Treasury Secretary Yellen Yellen came to Korea for yesterday (19th) was the LG Battery Research Center.

It reads as a message to forge a 'technology alliance' just like President Biden visited a Samsung semiconductor plant two months ago.

The US has already proposed to us to form a semiconductor alliance called 'Chip 4' with the four countries. The US will design the semiconductor, Japan will take charge of the material, and Taiwan and South Korea will take charge of manufacturing.

The idea is to build a supply chain centered on the US, but the question of whether to participate or not is deepening.



First, reporter Jung Jun-ho will look at this issue from an industry perspective.



<Reporter>



U.S. Treasury Secretary Yellen, who visited the LG R&D center, emphasized that South Korea and the U.S. should cooperate mainly on batteries and semiconductors.



At the same time, he raised the voice of containment toward China.



[Janet Yellen/U.S. Treasury Secretary: We will stop countries like China from hurting our economy by using their position in key raw materials, technologies and products.]



The United States, South Korea, Japan and Taiwan together ' This is an order to form a chip 4' semiconductor alliance.



The chip 4 alliance is to make memory semiconductors in Korea and non-memory semiconductors in Taiwan, with the US supplying original technology and equipment and Japan supplying materials and parts.


Enlarging an image

Combined, the four countries will account for more than 90% of the global semiconductor market share, allowing the United States to hold the semiconductor hegemony and keep China in check.



The U.S. has notified us of its participation in Chip 4 by next month.



If you enter Chip 4, you can stably produce semiconductors using American technology and Japanese materials.



We must also consider the worst-case scenario, in which technology and materials are cut off if we do not join the alliance and semiconductor production is blocked.



If you decide to participate, it takes China.



This is because 60% of total semiconductor exports are concentrated in China and Hong Kong, and in the meantime, large-scale investments have been made in China to build several semiconductor factories.



The reality is that technology is in the US and sales are in China.



[Park Jae-geun/President of the Korean Society of Semiconductor Display Technology: Because we can upgrade and expand production to memory semiconductor factories in China by joining the Chip 4 Alliance...

I think we will have to emphasize diplomatically and convince China.]



The government is only taking the position that it is carefully considering the impact on other industries.



(Video editing: Lee Jung-taek)



▶ Explicit check on whether to participate in Korea's 'Chip 4'...

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