Global Semiconductor Industry

After Japan and Netherlands, the US goes after South Korea to block their chip trade with China

Traditionally, South Korea has a strong trade relationship with China, especially when it comes to tech and semiconductors. However, the US now wants South Korea to impose sanctions on China on silicon chips, and join Japan, Taiwan and Netherlands as a united front.

The Chip War: In a major blow to China, Netherlands and Japan decide to side with US over chip sanctions

Much to China’s dismay, the Netherlands and Japan have decided to abide by the sanctions that the US has imposed on Chinese chip makers. This effectively means that China will no longer be able to make the latest semiconductors, and can neither develop next-gen chips.

The semiconductor monopoly: How one Dutch company has a stranglehold over the global chip industry

ASML is the only company in the world that owns the technology and makes the machinery to make physical chips out of silicon wafers. Chipmakers like TSMC, NVIDIA and Intel won’t be able to make the chips they do without ASML’s EUV technology.

US's discussions with Japan, and the Netherlands to sanction China on chips will yield no immediate effect

The US has been trying to sanction China for some time now and has asked its allies to put up sanctions that would stop tech companies from working with the Chinese chip industry. These sanctions won’t show any immediate effect.

Beyond The Lines | Why Xi Jinping wants the chip? Tech it up, when chips are down

The Chinese economy — including its strategic economy — is so dependent on Taiwan that its missiles, cyber capability, technology-integrated weapon systems, its tech sector would have been swiftly dismantled in the event of an attack on Taiwan