The chip Quartet Alliance is yellow!South Korea has clearly responded to the United States and shall not take the premise of restrictions on exports to China
Author:Kim Can Rong Channel Time:2022.08.09
According to South Korea's "Daily Economy", the United States recently proposed to South Korea to hold a preparatory meeting on whether South Korea participated in the "Chip Quartet Alliance" (Chip4). The South Korean government stated that it is discussing the meeting plan and decided to propose to the United States on the meeting to "chip Quartet Alliance" on the premise that "the participating countries should respect China's emphasis on China" and "do not mention export restrictions on China".
It is understood that the United States proposes to form a "chip Quartet Alliance" to South Korea, Japan, and Taiwan. Now South Korea's statement has directly broke the ambitions of the United States. Want to make South Korea join, but it is impossible to deal with China. It can be said that South Korea is directly hard -top in the United States this time, allowing the so -called "chip Quartet Alliance" to survive. Because the biggest purpose of the United States is to consolidate the chip industry in mainland China by integrating resources, but the additional conditions given by South Korea are precisely not stimulating mainland China, respecting a Chinese principle, and cannot restrict the exports of China.
This is almost fundamentally dug the root of the "chip square alliance" in the United States. After all, if you do not restrict mainland China, then the various innovative products of "Chip Quartet Alliance" can be continuously passed through the cooperation with cooperation. Transfer to China. This will not only suppress the Chinese chip industry, but will promote the development of the Chinese chip industry. Then from the perspective of blocking China, the "Chip Quartet Alliance" has not yet been established, and it has already survived.
The reason why South Korea dares to do so with the United States? In fact, it is also because of the interests, because mainland China is related to the market and development of the semiconductor industry in South Korea, and is part of the core interests of South Korea. When the South Korean President Yin Xiyue was asked if he would join the "Sifang Chip Alliance", he even directly stated that without excessive concerns, he would discuss it carefully with the relevant departments and firmly safeguard the national interests. It can be seen that respecting China and maintaining imports and exports with China is the national interests of South Korea. According to Korean media statistics, last year, the total export of South Korean chips was $ 128 billion, of which the export of China (including Mainland China and Hong Kong, China) was as high as 60%. In the total sales of Samsung and SK Hynix's chips, sales of China accounted for more than 30%.
In this context, if South Korea joins the "Chip Quartet Alliance" to deal with China with the United States. Then it will lose these economic benefits. In this way, the trade surplus of South Korea and China will not be guaranteed, which will affect the economic development of South Korea and even slow down South Korea's economic growth. In addition, Samsung Electronics's only overseas storage chip factory is located in Xi'an. On March 1st this year, Samsung Electronics had just announced the completion of the second -stage expansion project of the semiconductor construction in Xi'an and officially put into production. SK Hynix settled in Wuxi to produce DRAM chips, accounting for 47%of the total output of SK Hynix DRAM chip. If South Korea confronts China, do these have to withdraw from South Korea? Then, South Korean chip companies will encounter a major blow. After all, they have deployed in mainland China for many years. Once they go back, they will return to liberation.
In addition to economic benefits, South Korea should also understand that China is a neighbor that cannot move away and completely offend a large country like China. It is difficult to guarantee the strategic interests of South Korea. What's more, the large -scale military exercise of the mainland for Taiwan has also shocked South Korea to a certain extent. On the first day of the exercise, South Korea quickly expressed support for the "one China" principle. China is very afraid of this powerful military force. Even if it is a domestic military base in the country, it knows that it is unable to fight against China. Not to mention that the situation on the peninsula is very subtle, North Korea is very dissatisfied with some of Yin Xiyue's actions, and even directly issued a nuclear threat. At this time, South Korea considers its national security and economic interests, and it is also wise to choose China to choose.
It is worthy of recognition and praise to adhere to its own independent foreign policy. When Pelosi visited South Korea at the beginning, the President of South Korea avoided seeing and avoiding any issues of Taiwan. He got some affirmation in China. As long as South Korea can adhere to its own bottom line, it has huge room for cooperation with China. It is also hoped that South Korea will not let China be disappointed, not to be blindly obeyed by the United States, and continue to adhere to independence is the right choice.
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