{"id":8830,"date":"2022-09-09T17:38:48","date_gmt":"2022-09-09T16:38:48","guid":{"rendered":"https:\/\/telecomkh.info\/?p=8830"},"modified":"2022-09-09T17:38:48","modified_gmt":"2022-09-09T16:38:48","slug":"south-korea-to-eventually-join-chip-4-alliance-as-sales-in-china-expected-to-diminish-says-globaldata","status":"publish","type":"post","link":"https:\/\/telecomkh.info\/?p=8830","title":{"rendered":"South Korea to eventually join Chip 4 alliance as sales in China expected to diminish, says GlobalData"},"content":{"rendered":"<p><strong>Following the news that China is concerned at the prospect of South Korea joining a US-led chip alliance<\/strong><\/p>\n<p>Josep Bori, Research Director in the Thematic team at GlobalData, a leading data and analytics company, offers his view: \u201cSouth Korea is in a tough position, as it will want to balance its exposure to the Chinese market, including its local manufacturing capability, with its exposure to the US market and its significant reliance on US semiconductor manufacturing equipment and design software.<br \/>\n\u201cHowever, given that China is aggressively working towards developing semiconductor self-sufficiency, the opportunity for South Korea to gain or even retain semiconductor market share in China is likely to diminish over time. As such, GlobalData expects that South Korea will navigate the situation by keeping an equidistant position in the short term, but become more aligned with the US in the long term.<br \/>\n\u201cGiven the control that the US, South Korea, Taiwan and Japan exert over the global semiconductor supply chain, it is understandable that China is concerned about the planned Chip 4 alliance. Particularly so with South Korea, as it dominates in areas such as memory, materials, wafer fabrication, and equipment.\u201d<br \/>\nDaniel Clarke, Analyst in the Thematic team at GlobalData, comments:<br \/>\n\u201cChina\u2019s reaction to South Korea joining a US-led chip alliance shows just how far away China\u2019s chip self-sufficiency plan really is, and how much it still relies on external partners for much of the value chain.<br \/>\n\u201cChina\u2019s chip self-sufficiency plan, if and when it actually materialises, will be bad news for South Korea. Therefore, joining the US-led alliance is a savvy geopolitical move by South Korea because it threatens to delay China\u2019s self-sufficiency plans and sends a strong signal of South Korea\u2019s own power in the semiconductor value chain.\u201d<\/p>\n<p><span style=\"color: #999999;\"><em>Above, Josep Bori, Research Director in the Thematic team at GlobalData \/ Image credited to GlobalData<\/em><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Following the news that China is concerned at the prospect of South Korea joining a US-led chip alliance Josep Bori, Research Director in the Thematic team at GlobalData, a leading data and analytics company, offers his view: \u201cSouth Korea is in a tough position, as it will want to balance its exposure to the Chinese &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/telecomkh.info\/?p=8830\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> \u00abSouth Korea to eventually join Chip 4 alliance as sales in China expected to diminish, says GlobalData\u00bb<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":8831,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[59],"tags":[],"_links":{"self":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8830"}],"collection":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8830"}],"version-history":[{"count":1,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8830\/revisions"}],"predecessor-version":[{"id":8832,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/posts\/8830\/revisions\/8832"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=\/wp\/v2\/media\/8831"}],"wp:attachment":[{"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8830"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8830"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomkh.info\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8830"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}