politics

Japan's curbs on high-tech materials exports to South Korea could backfire

18 Comments
By Makiko Yamazaki and Heekyong Yang

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18 Comments
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Of course it will...in the long run. But any supply dominance of anything by any country would be diminished through other sources by competition alone regardless of any trade issues.., in the long run.

7 ( +13 / -6 )

No doubt these things will be sped along by a subtle campaign of corporate espionage, with spies looking to gain any technological know how and information from these Japanese companies.

Spy games, Gangnam style.

3 ( +10 / -7 )

Of course it will..

Thars not what you said when this whole debacle begun. I on the other hand called this right from the start because in all things rationality must trump blind allegiances. Well, I told you so. Hang onto your breeches. It's going to be a long ride downwards.

0 ( +11 / -11 )

It's not a surprise nor something against Korean industry to push reactions like as Samsung, for instance, has stepped up testing of non-Japanese photoresists. Well, time and money runs when the product quality is better and cheaper. Japan did a lot to innovate western (American and European) electric products and cars to Japanese ones to compete world market. Higher quality could be realized when contracted foreign experts are payed higher wages (some Japanese?) and cheaper when the belt-conveyor labors are lower wages, China did a lot Japanese products their ways. It could be done and materialized with the government financial supports, China and S. Korea did it successfully in some industry. The world is open to free market to compete at world market or isolated the best domestic products America first ideology? Who will win, at last?

0 ( +1 / -1 )

Industry experts, however, note it would take time for South Korean firms to move up the value chain as the three high-tech materials are not easy to replicate.

The same was said of DRAM, we all know the outcome.

It would be interesting whether Japanese Engineers in these companies will resist head hunting overtures with far lucrative pay from SK companies.

2 ( +5 / -3 )

@OssanJapan

Of course it will...in the long run

They are talking one year.

Remember, Samsung will go "Japan-Free" a year from now, and the situations are producing interesting alliances.

On top of two domestic vendors, Samsung is also testing the Hydrogen Fluoride from SK Hynix. Recall that SK Hynix will switch to self-made Hydrogen Fluoride in 4Q2019 this year, and Samsung is testing SK Hynix's Hydrogen Fluoride.

SK Hynix is willing to sell to Samsung because it builds economy of scale for them.

-2 ( +6 / -8 )

Japan's curbs on high-tech materials exports to South Korea could backfire

Could? of course it COULD. Many things are possible, but the real question is, how likely?

1 ( +4 / -3 )

Samsung will go "Japan-Free" a year from now?

Don't make me laugh.

The reason why Samsung Electronic CEO as well as Lotte CEO both did not attend the meeting Moon demanded all Chobol heads to attend was because they were in Japan discussing the situation with Mr. Mitarai, the head of Keidanren to consult counter measures.

https://headlines.yahoo.co.jp/article?a=20190902-00213452-diamond-int

4 ( +8 / -4 )

The photo in the article is very appropriate because SK Hynix supplies parts to Huawei...the communist dictator government's electronic spy machine.

In other words, the S. Koreans take from the Japanese and give it to the chinese...who then give it to the North Koreans who use it to fire missiles at Japan or the chinese use it themselves to spy on the US, UK, Japanese and their own people.

-4 ( +5 / -9 )

This action is already back firing.

-1 ( +5 / -6 )

It is security export control, not retaliation.

This article is a little different.

4 ( +8 / -4 )

Here is another one.

All items that gained approval was sent to Samsung Electronics.

No approval have been given out to SK hynix.

https://headlines.yahoo.co.jp/hl?a=20190902-00000012-cnippou-kr

4 ( +6 / -2 )

In other words, the S. Koreans take from the Japanese and give it to the chinese..

Trailed off there into baseless conspiracies.

-3 ( +6 / -9 )

Globalization in the first place favoured the sharing of high tech know how in the emerging Countries, like the Asian Tigers and China. I doubt this kind of export limitations can create more problems than what globalization did to the old industrialized Countries. Everything will be made in China in few years anyway.

1 ( +3 / -2 )

One thing to note here is america will also go samsung free new micron tech factories in japan n next taiwan n so many things can b free

0 ( +3 / -3 )

"South Korean companies cite quality and stable supply as reasons for choosing Japanese materials. But this has made them aware of the need for change and they are already taking action," a source at a Japanese materials supplier said. "This will hit us like a body blow."

Samsung, for instance, has stepped up testing of non-Japanese photoresists and hydrogen fluoride, several sources familiar with the chip supply chain said.

I as well as a few other posters have said this from the beginning. But reality seems to be just sinking in for many..

Of course it will...in the long run.

@Ossan - But posters here claimed it was going to destroy SK's high tech industry, and SK would be begging Japan to reverse the trade curbs. And you're now saying.. 'of course the move will backfire on Japan'? What happened? Reality set in?

No doubt these things will be sped along by a subtle campaign of corporate espionage, with spies looking to gain any technological know how and information from these Japanese companies.

@old man - So label an accusation at SK, once it becomes apparent your prediction that Japan's moves would cripple SK's tech industry was wildly inaccurate?

3 ( +4 / -1 )

One thing to note here is america will also go samsung free new micron tech factories in japan n next taiwan n so many things can b free

Interesting comment, and also interesting that several posters agree. Is there a source, like an expert opinion or news story, or is this simply your personal wish?

1 ( +2 / -1 )

Nothing as wish here bt reality micron almost a fully functioning factory in japan n next is taiwan n all these started in these three years when sk didnt answer japans repeated request for where the 30% of the material went.

-1 ( +0 / -1 )

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