韩国调查向中国泄露技术的事件,凸显半导体供应链的紧张局势 I 南华早报

  • 一起涉及韩国公司向中国泄露知识产权的法庭案件揭示了两国之间半导体供应链中日益紧张的关系。

  • 六人被指控向一家中国公司泄露核心芯片制造技术,包括化学机械抛光(CMP)技术的商业机密。

  • CMP是生产硅片的一个重要的最后步骤,而中国在这项技术上的本地生产率很低。

  • 此案发生在中国和韩国在半导体行业的供应链关系不稳定之际。

  • 中国正在为三星和SK海力士等韩国芯片公司在中国建立晶圆制造厂铺设红地毯,而韩国则面临来自美国的压力,要求加入Chip 4联盟。

  • 近年来,韩国一直在调整其在中国的投资。韩国和日本的芯片供应链正在努力对冲地缘政治调整带来的影响。

  • 地缘政治问题,包括中国暂时停止向韩国公民发放入境签证,以及日本和荷兰支持美国对中国的贸易限制,给中韩芯片供应链的稳定性打上了问号。

  • 中国是三星和SK海力士等韩国公司制造的芯片的最大进口国,这些公司在大陆设有晶圆制造厂。

  • A court case involving IP leakage from a South Korean company to China has shed light on the growing tensions in the semiconductor supply chain between the two countries.

  • Six individuals have been accused of leaking core chip manufacturing technology, including trade secrets for chemical mechanical polishing (CMP) technology, to a Chinese company.

  • CMP is an important final step in the production of silicon wafers and China has a low rate of local production in this technology.

  • The case comes amid uneasy supply chain ties between China and South Korea in the semiconductor industry.

  • China is rolling out the red carpet for Korean chip companies like Samsung and SK Hynix to build wafer fabrication plants in China while South Korea is under pressure from the US to join the Chip 4 Alliance.

  • South Korea has been adjusting its investments in China in recent years. Chip supply chains in South Korea and Japan are working hard to hedge against the impact of geopolitical adjustments.

  • Geopolitical issues including China’s temporary suspension of entry visas to Korean citizens and Japan and Netherlands’ support of US trade restrictions on China have thrown a question mark over the stability of the China-South Korea chip supply chain.

  • China is the largest importer of chips made by South Korean companies like Samsung and SK Hynix, which have wafer fabrication plants on the mainland.

链接:https://www.scmp.com/tech/tech-war/article/3208742/tech-war-korean-probe-tech-leak-china-underscores-semiconductor-supply-chain-tensions

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