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Impact of Japan's Trade restrictions, Industry representatives expect…
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Industry representatives expect that Japan's export control actions on semiconductor equipment and material can have substantial impacts on Korea's semiconductor industry in the near and medium term
The degree of impact partly depends on the predictability with which the Japanese companies are able to acquire export licenses
"Even in the best-case scenario... this action will likely spur long-term changes in Korea"
- As semiconductors encompass a significant portion of Korean exports (19%), the supply chain vulnerability will not be tolerated int he long term
- The Korean government has taken some steps to encourage on-shoring of chemical manufacturing capacity by relaxing regulatory requirements for replacements of of previously imported substances
:star: "A disruption in the resist supply chain has the potential to fundamentally alter a manufacturer's process. The firm would rely on any stockpiles it has, which are typically minimal given the shelf life of the resist chemicals"
=> Samsung has reportedly asked its vendors to stockpile enough chemicals to last three months in response to the current situation.
= once those run out, production would cease until a replacement is found
=> alternatives to Japanese resists are uncommon
Japanese media reports that Japan produces approximately 90% of global photoresists and over 90% of 2018 Korean photoresists imports originated from Japan
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