韩国：SK海力士无锡工厂扩建问题：
-中国无锡工厂EUV导入计划问题-
-美国政府担心-
[首尔，11 月 18 日，路透社]
韩国半导体巨头
SK海力士
更有效地制造半导体
中国设备改造计划的未来，
它是不透明的。
“因为美国政府不希望在中国使用先进的制造设备，”他说。
SK海力士
改造中国无锡的量产工厂。
“引进ASML EUV光刻制造设备的计划”。
三位知情人士表示。
美国政府官员：
“当尖端装备在中国使用时，它将被用来加强中国的军事力量，”他说。
关于“是否允许SK海力士在中国引进EUV”
美国政府高级官员拒绝发表具体评论。
SK海力士
无锡工厂
制造一半的 DRAM 芯片（占全球的 15%）。
预计仅 2021 年需求就将增长 19%。
制造计划的变化将对全球半导体市场产生重大影响。
路透社
https://jp.reuters.com/article/supply-chain-sk-hynix-china-idJPKBN2I30BU
U.S.-China Confrontation May Hinder SK Hynix from Upgrading China Plant
The ongoing U.S.-China hegemony war
is threatening to shatter SK Hynix’s plan to introduce extreme ultraviolet (EUV) lithography to its semiconductor plant in China.
SK Hynix recently mapped out a plan to upgrade its DRAM plant in Wuxi, Jiangsu Province
by introducing EUV lithography equipment from the Netherlands, but failed due to the U.S. government’s control, according to a Reuters report on Nov. 18.
EUV lithography equipment
is mainly used for sub-5nm production lines.SK Hynix introduced the equipment
to its DRAM plant in Icheon, Gyeonggi Province this year for the first time.The U.S. government reportedly blocked SK Hynix
from bringing the equipment into China, claiming that it might help China build up its military power.
Analysts say that
this action was taken based on the executive orders signed by former U.S. President Donald Trump to regulate exports of strategic materials and products to China.
The regulations included the National Defense Authorization Act (NDAA).
In particular,
this case is notable as the subject of equipment use is not a Chinese company but a third-country company that has entered China.Industry insiders forecast that
the U.S. government’s decision will put considerable pressure on companies doing business in China.
“If a Korean chipmaker is not allowed to upgrade its plant in China, it may have no choice but to give up the factory in the worst-case scenario,”
said an industry analyst.
– Businesskorea
http://www.businesskorea.co.kr/news/articleView.html?idxno=81756
SK Hynix halts Chinese chip plant upgrade over U.S. restrictions – Nikkei Asia