South Korean media said that the US government recently proposed to establish a semiconductor industry alliance among the United States, South Korea, Japan and Taiwan, with the aim of containing the rapidly rising Chinese mainland. The current position of the South Korean government is that it is completely unacceptable to this proposal.
According to BusinessKorea, the South Korean government has this attitude because the core facilities of South Korean companies are all in mainland China, the world's largest semiconductor market. According to market research institutions, mainland China's semiconductor consumption is US$299.1 billion per year, accounting for about half of the global total.
Samsung Electronics' only overseas memory chip factory is located in Xi'an, China. The monthly production capacity of the NAND factory is 265,000 pieces (12 inches), accounting for 42% of Samsung Electronics' total NAND flash memory production.
The report believes that if the South Korean government accepts this proposal, the relevant companies will face retaliation from mainland China. Industry insiders said: "Cooperation with the United States is certainly a top priority, but the largest market is also the most important."
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