South Korea: Surrender to “Ukraine Risk”
-In 21 years of advancement, there are cases of withdrawal-
Russia and Ukraine:
Major Korean companies are keen on the situation.
Scale of trade with South Korea:
With Korea based on last year’s standard,
Russia’s trade scale is $ 27.3 billion,
The scale of trade with Ukraine is at the level of 900 million dollars.
Percentage of total trade:
Russia is 2.2% and Ukraine is 0.8%, which are not so high.
However, it can affect the supply of raw materials such as crude oil, natural gas and minerals.
Korea Trade and Investment Promotion Corporation (KOTRA)
Kiev Trade Center
If economic sanctions become a reality,
South Korea’s home appliances, mobile phones, automobiles and parts exports could shrink.
Crude oil, gas, coal imported from Russia,
Imported from Ukraine krypton and xenon,
May affect mineral and grain supply.
Import of smoked and anthracite:
Of the smoked and anthracite imports
The proportion of Russian products reaches 16% and 41%, respectively, based on last year’s standards.
Supply and demand of palladium:
The supply and demand of neon and palladium, which are semiconductor materials, is also a problem.
Korea Trade Association:
Of the neon imported by South Korea last year, 23% comes from Ukraine.
Ministry of Trade, Industry and Energy
Korea Trade Association,
KOTRA,
From 9th
Korea Display Association,
Korea Robot Industry Association,
Korea Semiconductor Industry Association,
Korea Iron and Steel Institute, etc.
It operates an industry group and a global supply chain analysis center.
Joongang Ilbo
https://s.japanese.joins.com/JArticle/287828?sectcode=300&servcode=300
Ukraine situation: shadow on semiconductor manufacturing
-US seeks to diversify its supply network-
US research company
Tech set
On the 1st of this month, it released a report focusing on the fact that many semiconductor manufacturers rely on Russia and Ukraine to supply materials such as neon and palladium.
More attention has begun to the possibility of retaliation by Russia.
Tech set estimates
A material used in semiconductor manufacturing in the United States.
Over 90% of neon is from Ukraine,
It is said that 35% of palladium is from Russia.
International Semiconductor Manufacturing Equipment Materials Association (SEMI)
Vice Chairman Joe Passetti
It can be seen that an e-mail was sent to the member companies to investigate the procurement status of important materials.
Production in Russia and Ukraine
In the email
C4F6,
palladium,
helium,
neon,
Scandium, etc.
An overview of the TechSet report is attached.
Article [AMP] | Reuters