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Japan again approves shipment of high-tech material to S Korea

34 Comments
By Hyunjoo Jin

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34 Comments
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Weak... of course.

-2 ( +6 / -8 )

Political problems continue, business confirmed on trust and money works...

9 ( +9 / -0 )

It seems like economic intrests will be the catalyst to patch things up between Japan and South Korea but whatever the reason I am glad it is happening.

Japan and South Korea should behave like good neighbors it only brings positive things to the region.

-9 ( +5 / -14 )

Good to hear that. I like both countries.

-4 ( +4 / -8 )

"Tokyo's latest export approval is positive for the local industry, but I don't see Japan's move as a conciliatory message to South Korea," another South Korean government official told Reuters, requesting anonymity because of the sensitivity of the matter.

Well, tell your own people to get your act together and stop with the sale of Japanese corporation assets and you will see things get back to normal!

11 ( +16 / -5 )

That's what happens with children. They're best friends, then they hate each other, then they're best friends...

-8 ( +5 / -13 )

Japan sends them to S Korea as same as usual if there is no problem on shipment documents, but some exports would be refused/rejected if there is suspicions on documents. It is a Japan's export management.

12 ( +15 / -3 )

South Korea is doing all it can to alienate it's only friendly neighbor country. Now SK is playing games with the relationship. Every time Japan and SK meet Japan just says, remember that treaty we signed back in 1965 and all that money we paid? Well the treaty still stands and, by the way, what did you do with the money? Then the two representatives talk past each other for a while and give up and return home. I doubt much will change until SK backs off and returns Japanese Corporate assets. Unless SK decides it really doesn't need any friends...

8 ( +15 / -7 )

cash is king, last thing Japan is a custermer lost

-9 ( +1 / -10 )

Needs. For those that can't count toes

-8 ( +1 / -9 )

This is second shipment so far. No doubt it takes a little more time to be approved than before.

10 ( +11 / -1 )

The reason South Korea is readily getting its high-tech materials is because they are necessary for making components for computers. If South Korea does not get those materials in. a timely manner the entire computer industry is in peril.

I doubt Abe considered this when he imposed ipso facto sanctions on South Korea.

-17 ( +2 / -19 )

Look at that.

Shipment was send just as expected, but Koreans are freaking out and boycotting everything Japanese. People set themselves on fire before they even suffered any consequences.

It was all about what if...

16 ( +19 / -3 )

I don't believe that the government will ever actually refuse exports to Korea. This is all just appearance, Abe trying to look strong.

-10 ( +2 / -12 )

Well put, Wallace Fred. I doubt critical thinking was part of Abe's education. He was, anyway, shortsighted. It reminds me of Pearl Harbor. Bomb 'em on Sunday. But then that Monday Morning world that smacks you in the face. I guess someone told Abe that he put the entire computer business in peril. This was easier to undo than Pearl Harbor.

-15 ( +1 / -16 )

What a joke. See how quickly Japan approved these items even after removing SK from the white list? Yet, Moon and his cronies still don't get it. This is hardly a conciliatory gesture by Japan, the Japanese government is operating business as usual. Grow up Moon.

This whole incident continues to remind me of the humility of many Japanese people. The last several decades showed the pettiness of South Korea towards Japan. Anti-Japanese protests. Anti-Japan boycotts. South Korea not even being among top 20 in nations donating to Japan after 3/11. Now this. And even with all that, Japanese continue to eagerly consume Korean products and embrace Korean culture.

9 ( +14 / -5 )

Japan is acting normal and reasonable but sk is still escalating the tention by itself with so much hatred only from the past. There is no one in the world to condemn such acts. Shame.

13 ( +16 / -3 )

What i didnt know till now that only Sk made computers.

-1 ( +0 / -1 )

This won't be a news a year from now, when Samsung and SK Hynix's "No Japanese Material Allowed" policy goes into full effect.

Japanese suppliers still wishing to do business with Samsung and SK Hynix must move their production outside of Japan with nothing sourced from Japan. Well, SK Hynix already decided to self-produce Hydrogen Fluoride gas(aka Etching gas) by year end, so Japanese suppliers lost SK Hynix's contract forever regardless.

@Richard Burgan

South Korea is doing all it can to alienate it's only friendly neighbor country.

Huh? Korea is very friendly with Russia and Mongolia.

Japan was never considered a friendly nation in Korea in best of times.

-12 ( +2 / -14 )

Samsung just got their own patents for producing some of the Japan produced materials. It's supposed to be in production in 6 months. These are first steps in Korea developing their own supply chain for electronics and future generation of semiconductor. Korea will have lost out on profits bc of delays and R&D and Japan will lose out on being able to sell to Korean tech companies. It's lose lose for both countries but in the long run Japan is not going to retake the electronics and semiconductor market. Silicone Valley gave up on semiconductors when Japan outcompeted the US and it's the same story for Japan Inc.

-5 ( +3 / -8 )

I'd like to think this a sign Japan is taking the high road and trying to reduce tensions, but I think the all know, following a day after the NK missile tests and Chinese flights into Japanese air-space, that the very real threat of losing security info from SK is simply not worth the absolute lack of proof that Japan laid its original claims on not allowing said high-tech sales to begin with. SO, they are just trying to LOOK like they are they are taking the high road, when in fact the have rolled over and surrendered. I guess if it helps make amends, bending over isn't the worst thing Japan can do.

-8 ( +3 / -11 )

I doubt Abe considered this when he imposed ipso facto sanctions on South Korea.

And yet here we are, shipments still being made. So how is that a sanction again?

9 ( +10 / -1 )

@melonbarmonster

It's lose lose for both countries but in the long run Japan is not going to retake the electronics and semiconductor market.

A Japanese semiconductor processing expert concluded that Japan wouldn't have any semiconductor material industry left in 5 years thanks to Abe san's export control, Japanese suppliers will either die out or are forced to move to Korea.

-6 ( +4 / -10 )

imposing export curbs last month

It's news sites like this and the general SK media that fan the very tiny flames of this when it first happened. This is not an export curb in any way, just regular business and how Japan dealt with the majority of its trading partners...

8 ( +9 / -1 )

SK was removed from a whitelist. Japan has never said that they wouldn't sell the product, or that orders wouldn't be approved. This is SK imagination, supported somewhat by this and other stories. SK is still off the whitelist.

6 ( +9 / -3 )

A Japanese semiconductor processing expert concluded that Japan wouldn't have any semiconductor material industry left in 5 years thanks to Abe san's export control, Japanese suppliers will either die out or are forced to move to Korea.

Except that Japan is still selling to South Korea, so what is it that would wipe out their industry? More fear mongering from the South Korea cheerleaders.

6 ( +9 / -3 )

@extanker

Except that Japan is still selling to South Korea, so what is it that would wipe out their industry? 

Both Samsung and SK Hynix chiefs ordered a complete removal of Japan sourced materials from their chip fabrication process within a year. Abe san can drop the whitelist removal tomorrow and Samsung and SK Hynix will still go ahead with Japan sourced material removal, because Japan has now become an untrustworthy source and cannot risk any further potential sourcing problems. If Japanese suppliers still want to sell, they must move their productions outside of Japan and have zero percent Japanese content.

Abe san has caused an irreparable damage to Japan's semiconductor materials industry, who must now leave Japan to survive or perish.

https://headlines.yahoo.co.jp/hl?a=20190710-00000057-it_eetimes-sci&p=4

結局、日本政府は墓穴を掘った

韓国がトップシェアを誇る半導体メモリや有機ELの製造に必要な材料および装置について、可及的速やかに日本製を排除していくことになるだろう。そして、日本のレジスト、薬液、スラリー、ウエハーなどの材料や、東京エレクトロン、SCREEN、ディスコなどの製造装置が、代替可能品が開発できた端から、排除されていくことになる。

その段階で、1980年代に日本が約80%の世界シェアを占めていたDRAMにおいて、韓国企業が日本の技術者を片っ端からヘッドハントして行ったということが、再び繰り返されるだろう。

最終的に、日本の材料メーカーも装置メーカーも、Samsung、SK Hynix、LG Electronicsとのビッグビジネスを失うことになる。単にビジネスを失うだけではない。材料や装置メーカーは、トップランナーについていくことによって、競争力を高め、ビジネスを拡大してきたのである。その貴重な機会が一挙に失われることになる。

このような事態になってから輸出規制を解除しても、もはや手遅れである。一度壊れた信頼関係は、二度と元には戻らない。要するに、日本政府は墓穴を掘ったのだ。その代償は、あまりにも大きい。

EE Times Japan

-5 ( +4 / -9 )

Both Samsung and SK Hynix chiefs ordered a complete removal of Japan sourced materials from their chip fabrication process within a year. Abe san can drop the whitelist removal tomorrow and Samsung and SK Hynix will still go ahead with Japan sourced material removal, because Japan has now become an untrustworthy source and cannot risk any further potential sourcing problems. If Japanese suppliers still want to sell, they must move their productions outside of Japan and have zero percent Japanese content.

Abe san has caused an irreparable damage to Japan's semiconductor materials industry, who must now leave Japan to survive or perish.

https://headlines.yahoo.co.jp/hl?a=20190710-00000057-it_eetimes-sci&p=4

How about you post something that is more than just opinion? What you quoted from that article mentions nothing about official policy, only that Japan will lose business share after 'trust is broken'. Did you think I would just take your word for what it said? Google Translate is pretty good these days.

Nice try though.

3 ( +6 / -3 )

@extanker

How about you post something that is more than just opinion?

https://www.jqknews.com/news/242933-Do_you_plan_for_the_worst_Samsung_plans_to_replace_all_Nissan_semiconductor_materials.html

Do you plan for the worst? Samsung plans to replace all Nissan semiconductor materials

Overseas Network, August 7, according to Korean media reports, the Korean industry 6 news said that Samsung Electronics decided to use more than 220 kinds of Japanese raw materials and chemicals in the semiconductor production process, all of which will be replaced by domestic products or other national products. Samsung plans to stop using Nissan materials in the manufacturing process to prevent future problems as Japans export controls are increasingly likely to affect Korean semiconductor production.

The global semiconductor industry predicts that it will take only six months and more than one year for Korean semiconductor manufacturers such as Samsung to replace materials. Even if new materials are found, it will still take some time to ensure the stability of the production line, and related enterprises will bear losses such as production reduction in this time.

Here, the word Nissan(日産) means "Product of Japan", not the automaker Nissan, which does have the meaning "Product of Japan".

-5 ( +1 / -6 )

https://www.jqknews.com/news/242933-Do_you_plan_for_the_worst_Samsung_plans_to_replace_all_Nissan_semiconductor_materials.html

Do you plan for the worst? Samsung plans to replace all Nissan semiconductor materials

Overseas Network, August 7, according to Korean media reports, the Korean industry 6 news said that Samsung Electronics decided to use more than 220 kinds of Japanese raw materials and chemicals in the semiconductor production process, all of which will be replaced by domestic products or other national products. Samsung plans to stop using Nissan materials in the manufacturing process to prevent future problems as Japans export controls are increasingly likely to affect Korean semiconductor production.

The global semiconductor industry predicts that it will take only six months and more than one year for Korean semiconductor manufacturers such as Samsung to replace materials. Even if new materials are found, it will still take some time to ensure the stability of the production line, and related enterprises will bear losses such as production reduction in this time.

Here, the word Nissan(日産) means "Product of Japan", not the automaker Nissan, which does have the meaning "Product of Japan".

"Even if new materials are found, it will still take some time to ensure the stability of the production line, and related enterprises will bear losses such as production reduction in this time."

As soon as they see that the situation is as dire as Moon led them to believe, it will be back to business as usual. They won't risk the bottom line.

0 ( +0 / -0 )

As soon as they see that the situation is as dire as Moon led them to believe

Dammit that should have said "ISN'T as dire". Edit button please!!!

0 ( +0 / -0 )

Just worry about SK only dont worry abt Japan. There is micron tech for japanese supplier n customer also.

1 ( +1 / -0 )

@extanker

"Even if new materials are found, it will still take some time to ensure the stability of the production line, and related enterprises will bear losses such as production reduction in this time."

What they are talking about is the parameter adjustment. Obviously it takes trial and error to find the most optimal parameters for new non-Japanese materials. At the same time, once the line is set up for non-Japanese materials, that's it. No more Japanese materials needed for years.

They won't risk the bottom line.

Their bottom line is exactly the reason why Lee Jae Yong ordered Samsung Electronic's fab division to pull all Japanese materials out within a year, because Samsung can't risk unstable and unreliable suppliers.

-1 ( +0 / -1 )

Then just do it without fussing n whining about Japan will b parasite free actually who is coming here with childish words just do it this kinda childish things dont have any substance in reality. SK should have understood by now that these tactic wont work

0 ( +0 / -0 )

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