On the 11th of this month, the Japanese government announced that it had approved the application of Japan’s Morita Chemical Company to allow the export of 99.99999999999% (12N) pure liquid hydrogen fluoride products to South Korea, Japanese media reported. First Financial reporter contact edabes of the Ministry of Industry, Trade and Resources of Korea, the other side to confirm.
According to the above-mentioned report, Morita Chemical obtained the Japanese government’s export approval on the 24th of last month, and after the export process of the Japanese and South Korean governments, on the 8th of this month, the Japanese government exported liquid high-purity hydrogen fluoride products to Samsung Electronics of South Korea, which was also the Japanese government in July last year, will be exported to South Korea three materials (fluoropolylamide, photoresist, Hydrogen fluoride( CFC) was included in the regulation, opening up the export of hydrogen fluoride products to South Korea for the first time.
Morita Chemical is currently one of the world’s largest hydrogen fluoride and chemical materials companies, in the high purity hydrogen fluoride market share of about 75%, of which exports to South Korea accounted for about one-third of the total sales of hydrogen fluoride, and Morita Chemical CEO Yasuo Morita said in an interview with The Japanese media in November last year, Export controls may reduce Japan’s market share of chemical materials in the global market.
The Japanese government approved the export of fluoropolymidamine and photoresist to South Korea last year, but the export of hydrogen fluoride has been delayed on the grounds that “the relevant procedures are incomplete”. It is worth noting that a number of industry experts pointed out that Behind Japan’s opening-up measures, and the political climate of the warming, the beginning of the effectiveness of the decentralized supply chain, and the rise of competitive enterprises, and that with the gradual relaxation of export controls, will lead to the global chip market supply and price stability, Samsung Electronics, The performance of Korean chip companies such asSK Hynix will also be affected.
First Financial Reporter was informed that japan’s Shinji and JSR, which control the world’s main photoresist market, announced last year that they would expand overseas production capacity and expand production in places such as China and Europe to bypass the Japanese government’s export restrictions, and the day before Japan approved Theida Chemical Export Request, The head of DuPont, the US chemical giant, said in a meeting with South Korea’s Minister of Industry, Trade and Resources, cheng Yunmao, that he planned to invest 32.5 billion won to set up an EUV photocutr factory in South Korea to “reduce the risks posed by trade disputes.” And to Korea Korea Trade and Investment Revitalization Commune (KOTRA) to submit the investment plan.
In addition, The South Korean company Soul Brain announced on the 9th that it will set up a high-purity hydrogen fluoride plant in South Korea, the purity of the products can reach 99.999999999999 % (10N) level, and can reduce the impurities of liquid hydrogen fluoride to “one trillionth of 1 trillionth.” This purity can be used in semiconductor manufacturing that requires very high purity, and Samsung Electronics,SK Hynix and LG Display have all announced that alternative materials from South Korea, mainland China and Taiwan have all passed the relevant internal tests and will be put into use in the near future.
Hwang Yu-zhou, vice president of the Korea Semiconductor Industry Association, told First Financial That among the three controlled materials, the Korean semiconductor industry has the highest dependence on hydrogen fluoride to the sun, and in the chip production process, hydrogen fluoride is used in up to six links, and hydrogen fluoride, especially high-purity, high-quality hydrogen fluoride, can be replaced with the highest difficulty, So it’s also the “ace” of Japanese regulation, but as South Korean companies start producing hydrogen fluoride, polyfluoride (002047. SZ), Binhua shares (601678. Some Chinese companies, such as SH, have also joined South Korea’s chip industry chain, raising the sense of crisis in Japan.
According to industry insiders to the first financial reporter revealed that the purity of hydrogen fluoride per millionhigher (1/10000), for the DRAM manufacturing process accuracy will be increased by 0.1%, the adverse rate and production costs will be correspondingly reduced, however, before the suspension of Japanese materials have not done the relevant supporting tests, and Korean enterprises do not have to test hydrogen fluoride precision purity equipment, so it is not possible to estimate how much of Japan and other hydrogen fluoride products in the adverse yield and how much difference there is.
It is worth noting that under Japan’s control measures, the three types of control materials used in the manufacture of television sets and smartphones in Korea are required to be applied to the Government of Japan and approved before exporting, and this export is also based on export licences within the control measures and is not modified for the controls themselves. South Korea Semiconductor And Liquid Crystal Institute President Park Yuen told first financial reporters that Japan’s export liberalization is certainly good, and conducive to the restoration of the semiconductor industry’s global industrial division of labor chain, but even if the Japanese side briefly lifted export restrictions, as long as the regulatory framework still exists, As uncertainty, such as external factors such as re-emergence of relationships, cannot be avoided, Korean companies will continue to seek a diversified supply chain strategy.