“Tracking allowed for US & China in the case of semiconductor micro-process exposure”
Park Jung Il | comja77@ | 2018-04-12 11:20:45
The semiconductor industry is growing anxiety that the world`s best domestic semiconductor technology is inevitably leaking out to China and the US as the Ministry of Employment and Labor sticks to the public disclosure of Samsung Electronics` work environment measurement results report. Especially, Samsung Electronics has the world`s best memory semiconductor micro-processing technology, so it is pointed out that if the process technology is out of the market, China`s late buyers will catch up with the Korean semiconductor industry. Because unreasonable public information can turn into massive industry damage, it is increasingly voiced to block the disclosure of third-party information and to make it possible to view materials under strict control only when absolutely necessary.
According to the industry on April 11, not only Samsung Electronics but also the world semiconductor industry is watching whether the release of the work environment measurement report of the employment department will actually be done. Other semiconductor companies, including SK Hynix, are reportedly not required to disclose related information. However, if Samsung Electronics` information disclosure is decided, other companies may be exposed to sparks.
Meanwhile, the biggest problem is that Samsung Electronics has the highest level of semiconductor microprocessing technology in the industry, and competitors from other countries such as China and the US are rapidly raising their technology to reveal the competitiveness of the Korean semiconductor industry.
Currently, Samsung Electronics has begun mass production of the world`s first 10-nanometer DRAM, and NAND flash also started mass production in January of the world`s first 64-step 3D process. The foundry (semiconductor commissioned production) is competing with Taiwan`s TSMC, which is the world`s largest, and is considered to be ahead of the micro processing technology.
Samsung`s microprocessing technology is estimated to be more than two years ahead of its competitors such as Micron in the US. China is still in the process of not even mass production of memory semiconductors.
However, if Samsung Electronics` Pyeongtaek, Hwaseong, and Giheung semiconductor factories are exposed, China and US memory makers will have a big opportunity. In some cases, the report states that it is difficult to include trade secrets. However, many semiconductor experts do not know the process order and the name of the chemical product that can point out.
On the other hand, an expert from the industry who asked for anonymity said, "The report shows that not only the process sequence and composition of chemical substances but also the name of the chemical company`s products can be known. Therefore, competitors such as China can rapidly raise their technological power, Said, "China, which has shouted `Semiconductor Rise` with a huge investment of over 200 trillion won, will tighten the Korean semiconductor lineup in the near future."
The operating profit margins of Samsung Electronics, SK Hynix and Micron have reached 50-60% due to the shortage of memory semiconductors that began last year. However, if China, which is in full-fledged mass production of memory starting from this year, is to produce 30-nano DRAMs in a stable fashion and reduce its price level significantly, the memory boom will soon disappear and the "chicken game" "He said.
Once China can easily copy Samsung`s technology, there is a warning that the world memory semiconductor market could reverse Korea in a few years. China has become the world`s number one producer in a decade after producing flat-panel displays such as LCDs (LCDs) in 2007.
The disclosure of the report is not merely a matter of national core technology outflow, but it is a matter that can affect overall national economy. According to the Ministry of Commerce, Industry and Energy, last month, semiconductor exports exceeded one million dollars a month for the first time in a single item, and exports account for one fifth of total exports. However, Park Young-man, director of the Department of Employment Protection and Compensation Policy at the Ministry of Employment and Labor, said in a briefing on September 9, "The report on work environment measurement has nothing to do with business secrets. I will try hard.
The industry is putting the final hope on whether the Ministry of Industry will judge the core technology. The Ministry of Commerce, Industry and Energy will open a semiconductors committee under the Industrial Technology Protection Committee as soon as possible and judge whether the core technology is included in the report of the Ministry of Employment and will report the result to Samsung Electronics. Pyeongtaek, Hwaseong, and Giheung are producing 30nm sub-DRAM and 64nm NAND flash, which are core technologies of the country.
An industry expert said, "We understand the judgment of the Ministry of Employment that public health and life are more important than corporate business secrets," but that "we should not let the report be disclosed to third parties, I can only explain, but I can protect the people`s right to life."
By Park Jung Il comja77@
[ copyright ⓒ The Digitaltimes ]
According to the industry on April 11, not only Samsung Electronics but also the world semiconductor industry is watching whether the release of the work environment measurement report of the employment department will actually be done. Other semiconductor companies, including SK Hynix, are reportedly not required to disclose related information. However, if Samsung Electronics` information disclosure is decided, other companies may be exposed to sparks.
Meanwhile, the biggest problem is that Samsung Electronics has the highest level of semiconductor microprocessing technology in the industry, and competitors from other countries such as China and the US are rapidly raising their technology to reveal the competitiveness of the Korean semiconductor industry.
Currently, Samsung Electronics has begun mass production of the world`s first 10-nanometer DRAM, and NAND flash also started mass production in January of the world`s first 64-step 3D process. The foundry (semiconductor commissioned production) is competing with Taiwan`s TSMC, which is the world`s largest, and is considered to be ahead of the micro processing technology.
Samsung`s microprocessing technology is estimated to be more than two years ahead of its competitors such as Micron in the US. China is still in the process of not even mass production of memory semiconductors.
However, if Samsung Electronics` Pyeongtaek, Hwaseong, and Giheung semiconductor factories are exposed, China and US memory makers will have a big opportunity. In some cases, the report states that it is difficult to include trade secrets. However, many semiconductor experts do not know the process order and the name of the chemical product that can point out.
On the other hand, an expert from the industry who asked for anonymity said, "The report shows that not only the process sequence and composition of chemical substances but also the name of the chemical company`s products can be known. Therefore, competitors such as China can rapidly raise their technological power, Said, "China, which has shouted `Semiconductor Rise` with a huge investment of over 200 trillion won, will tighten the Korean semiconductor lineup in the near future."
The operating profit margins of Samsung Electronics, SK Hynix and Micron have reached 50-60% due to the shortage of memory semiconductors that began last year. However, if China, which is in full-fledged mass production of memory starting from this year, is to produce 30-nano DRAMs in a stable fashion and reduce its price level significantly, the memory boom will soon disappear and the "chicken game" "He said.
Once China can easily copy Samsung`s technology, there is a warning that the world memory semiconductor market could reverse Korea in a few years. China has become the world`s number one producer in a decade after producing flat-panel displays such as LCDs (LCDs) in 2007.
The disclosure of the report is not merely a matter of national core technology outflow, but it is a matter that can affect overall national economy. According to the Ministry of Commerce, Industry and Energy, last month, semiconductor exports exceeded one million dollars a month for the first time in a single item, and exports account for one fifth of total exports. However, Park Young-man, director of the Department of Employment Protection and Compensation Policy at the Ministry of Employment and Labor, said in a briefing on September 9, "The report on work environment measurement has nothing to do with business secrets. I will try hard.
The industry is putting the final hope on whether the Ministry of Industry will judge the core technology. The Ministry of Commerce, Industry and Energy will open a semiconductors committee under the Industrial Technology Protection Committee as soon as possible and judge whether the core technology is included in the report of the Ministry of Employment and will report the result to Samsung Electronics. Pyeongtaek, Hwaseong, and Giheung are producing 30nm sub-DRAM and 64nm NAND flash, which are core technologies of the country.
An industry expert said, "We understand the judgment of the Ministry of Employment that public health and life are more important than corporate business secrets," but that "we should not let the report be disclosed to third parties, I can only explain, but I can protect the people`s right to life."
By Park Jung Il comja77@