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US semiconductor strategy, why Japan is “enthusiastic” while South Korea and Taiwan are passive-Chinese media

US semiconductor strategy, why Japan is “enthusiastic” while South Korea and Taiwan are passive-Chinese media
US semiconductor strategy, why Japan is “enthusiastic” while South Korea and Taiwan are passive-Chinese media

On the 20th, Phoenix Net posted an article saying that Japan is actively trying to revive the semiconductor industry by following the strategy of the United States.

On September 20, 2022, the Chinese media outlet Phoenix Net published an article stating that Japan is actively trying to revive the semiconductor industry by following the strategy of the United States.

The article states that the United States enacted the so-called “CHIPS Act” in August in order to strengthen its own semiconductor industry, and amid deepening conflict with China, it gave generous subsidies to companies that produce semiconductors in the United States to “hold” them. In addition, in March, he announced that he launched the “Chip 4” concept involving Japan, South Korea, and Taiwan in order to exclude China from the semiconductor industry chain while ensuring the advanced technology of the United States. A series of U.S. policies could result in the loss of the Chinese mainland market, which is the world’s major final manufacturing country and consumer market for semiconductors, and could nip future opportunities in the bud. I told him I was there.

On the other hand, he pointed out that only Japan was very enthusiastic, and when the launch of a task force on joint development of next-generation semiconductors was announced at the Japan-U.S. economic edition “2+2” conference at the end of July, the Japanese government and the University of Tokyo to set up a next-generation semiconductor manufacturing technology development center, and with the cooperation of the National Semiconductor Technology Center (NSTC), there is a plan to prepare for mass production of next-generation semiconductors in Japan. introduced.

In addition, when asked why Japan is actively responding to the US semiconductor strategy, he said, “Japan thinks that the US move will be a challenge and a blow to Korean and Taiwanese semiconductor companies, but it will instead be an opportunity for Japan. Although Japan’s share of the global semiconductor market has declined significantly compared to 30 years ago, Japanese companies still play an important role in the supply chain in areas such as the production of materials and equipment. Japan is aiming to revive its own semiconductor industry by taking advantage of the US strategy while making the most of its current strengths.

The article states, “It is worth noting whether the composition of the global semiconductor industry will change if Japan-U.S. cooperation in the manufacture of next-generation semiconductors is added to Japan’s superiority in materials and equipment.” As the US continues to tighten regulations on Chinese semiconductors, we must be especially vigilant about the possibility that Japan-US semiconductor cooperation will affect the supply of semiconductor materials and equipment to Chinese companies.” (Translation/Editing/Kawajiri)


The article is in Japanese

Tags: semiconductor strategy Japan enthusiastic South Korea Taiwan passiveChinese media

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