Recently, global chip sales fell for the first time in three years!
Korean companies were in trouble, but Japanese companies went against the trend.
It is reported that South Korea's semiconductor exports this year averaged more than 11 billion U.S. dollars per month.
In the first 20 days of October this year, semiconductor exports fell by 13%, and product exports fell to US$9.23 billion, a year-on-year decrease of 17.4%.
The lifeline of the Korean economy was hit hard.
In November this year, South Korea's semiconductor exports fell by nearly 30% year-on-year, about 29.8% , to $8.45 billion. South Korea's exports fell the most in 30 months in November as chip demand from major trading partners cooled. South Korea's semiconductor exports, which have declined year-on-year for three consecutive months, continued to decline further year-on-year in November. In 2021, with semiconductor exports soaring, South Korea is worried about "over-reliance" on equipment. Today, global semiconductor equipment has exceeded the threshold of 100 billion US dollars, of which South Korea accounts for the largest proportion. Some time ago, it was reported that after three years of research and development and investment, South Korea’s equipment sales in the first quarter of this year ranked second in the world with US$5.15 billion (about 6.4452 billion won). Many fabs continued to expand in this environment, creating semiconductor milestones.
In 2021, the semiconductor industry around the world has launched a semiconductor investment "separation contest": South Korea invested 450 billion yuan, the United States invested 52 billion yuan, the European Union invested 61.2 billion yuan, and the United States, Japan and South Korea invested a total of more than 500 billion U.S. dollars; but the industrial investment goals of various countries are different.
South Korea formulated the "Semiconductor Superpower Strategy" in the following year.
· South Korea plans to implement the "Semiconductor Superpower" plan in the next five years.
· In this plan, South Korea will invest more than one trillion yuan in the semiconductor industry in the next five years to support the semiconductor industry. development of.
Some time ago, South Korean President Yin Xiyue once again mentioned the "semiconductor superpower".
In this regard, experts said: There is not much time for decision-making on whether to join Chip4. Yin Xiyue said that he would "safeguard national interests" on whether to participate in "Chip4", a semiconductor supply chain cooperation dialogue organization led by the United States.
In addition, Yin Xiyue also invested 451 trillion won, intending to lead the revival of the Korean chip industry.
South Korean semiconductor giant SK Hynix announced on the 1st that it has carried out organizational reorganization and executive reorganization to effectively deal with the downturn in the semiconductor industry.
· Hynix Semiconductor is the third largest DRAM manufacturer in the world, and also occupies the ninth place among the entire semiconductor companies.
· According to reports, as of the end of the third quarter, SK Hynix's total borrowings were 22.0214 trillion won, exceeding 20 trillion won for the first time in history, more than doubling in less than three years.
· And recently, whether it is Samsung or SK Hynix, the price of original granules has been slowly falling.
· There are various signs that the era of global semiconductor overproduction and inventory competition will come earlier.
