インターネット調査室: 「Tech war: US alliance with Japan, Netherlands to ban chip equipment exports to China may spur investment in South Korea」 <ー 何じゃこの記事は? 米国、日本、台湾が歯ぎしり

今回は「Tech war: US alliance with Japan, Netherlands to ban chip equipment exports to China may spur investment in South Korea」についてコメントさせていただきます。

South China Morning Post: 26 Feb,2023

「Tech war: US alliance with Japan, Netherlands to ban chip equipment exports to China may spur investment in South Korea」: 中国と韓国が喜びそう。

Agreement by the Netherlands and Japan to join the US in restricting chip-related exports to China could benefit South Korea, which could attract semiconductor equipment makers to invest in the country as an alternative production and distribution centre, experts said.

これじゃ、制裁の意味が薄れますね。

The Biden administration last month secured support from Tokyo and The Hague to tighten export controls on advanced chip manufacturing equipment and technologies to China, according to media reports, a move that is expected to make it increasingly difficult for Dutch and Japanese suppliers to sell to Chinese clients.

でも

As companies search for alternative markets, South Korea - currently a key link in the global semiconductor value chain 

クスクス笑う中国。 

 "South Korea can also receive more foreign investment and growth because of the controls."

屈辱の米国、日本、台湾。

While Washington wants to enlist Seoul in its Chip 4 Alliance, an initiative with Tokyo and Taipei to limit China's role in the chip supply chain, Beijing has repeatedly urged South Korea not to side with the US.

ある意味、中国は凄いです。

According to the South Korean foreign ministry, Wennink said ASML wanted to "expand investment" in South Korea and hoped that the country can become a northeast Asian hub for the semiconductor industry. 

でも、半導体の輸出先は、中国。 米国、日本、台湾が歯ぎしり。

Going forward, any partnership between Korean chip makers and foreign machinery suppliers is likely to bring investments directly into South Korea instead of China, according to Sejong University's Kim.

だそうです。

ということで、米国、日本、オランダ、台湾の対中国の半導体制裁はザルになるかもしれません。

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