The news begins with the news that the US has decided to completely control exports of semiconductor manufacturing equipment to China.
It also decided to restrict the export of semiconductor chips used in artificial intelligence and supercomputers.
It is interpreted as a measure to check China's plan to raise the semiconductor self-sufficiency rate to 70%.
There are some Korean companies that have semiconductor factories in China, so we will have to wait and see how this measure will affect us.
Correspondent Kim Jong-won from New York.
The United States has officially announced measures to restrict sales of equipment necessary for semiconductor manufacturing to China.
It is the first time that such comprehensive sanctions are being imposed on the entire semiconductor technology rather than on a specific company, and it is evaluated that the intensity and scope of the semiconductor export control to China is strong and quite wide.
The U.S. action is aimed at China's growth in semiconductors, and if the U.S., which produces half of the world's semiconductor manufacturing facilities, restricts their exports to China, it will have a major impact on China's semiconductor technology development.
[Joe Biden/President of the United States: China is trying to overtake the United States in semiconductor manufacturing.
It's about economic security, and it's about national security.]
In addition to this, the export of semiconductor chips used in AI and supercomputers to China has also been subject to sanctions.
In this regard, the U.S. Department of Commerce said China wants to become a world leader in AI by 2030, and emphasized that the move is to protect U.S. security and interests.
While strong opposition from China is expected, the impact on Korean companies such as Samsung and SK Hynix, which have semiconductor production facilities in China, is also noteworthy.
The U.S. said that it would judge foreign companies with production facilities in China through an individual review, so it is not highly likely that Korean companies will be hurt right away, but there are analyzes that the increased uncertainty due to the delay in the review may pose a threat in the future. there is.