The Cooperation Between Jeju Semiconductor And China Unicom Has Been Questioned In Korea, Reflecting The Plight Of Korea Semiconductor Development.

Jiwei news, recently, South Korea on Jeju Semiconductor (JSC) and Unicom (UMC) cooperation to a "national height" of the "discussion. Some Korean academics have said that Jeju Semiconductor is using South Korea's tax for R&D, but is going to help China, which poses a threat to South Korea's semiconductor industry. The Korean industry questioned whether the mainland and Taiwan wanted to use the move to buy DRAM technology through money and to import mass production.

Discussions on the continuous fermentation, South Korea's relevant government departments interviewed Jeju semiconductor to investigate the incident.

Jeju Semiconductor designed Fabless for Memory and Unicom for Foundry. In fact, the two sides signed a 6 billion won LPDDR4 Memory Semiconductor Design Contract last year. Although Jeju Semiconductor participated in a number of Memory national policy research and development projects, but for this cooperation, Jeju Semiconductor design services for LPDDR4 DRAM 32 nano products, is not a core Korean technology. Therefore, the Korean government has no evidence to interfere in the cooperation between Jeju semiconductor and associated electricity.

Jeju semiconductor's attitude is that this cooperation is over interpreted. The company insists that the cooperation between the two parties is not the transfer of design IP, but the sale of locked design data, will not cause any problems. The job-hopping technicians in China are not legal when they design IP in Chinese enterprises. The industry should be aware that the technical service agreement does not constitute a problem. At the same time, the company said it would only choose UMC to cooperate because of the lack of Foundry facilities. To challenge such a single contract and stop sales is tantamount to letting the business stop.

Perhaps the root cause of the discussion in South Korea is the close technical cooperation between Unicom and Jinhua aimed at DRAM, and South Korea is worried about the threat posed to South Korea by "technology outflow" to China.

Due to the importance of Jinhua in the layout of the mainland semiconductor, and its rapid progress, has also been Meguiar and other giants "questioned", Jeju Semiconductor and Unicom triggered domestic discussions in South Korea may be seen as Meguiar patents after the second half of the "questioned".

In fact, Jeju Semiconductor has been looking for a buyer in the past few years because of the difficulties of development, and the main target is the mainland company, during which contacts with a number of funds, but ultimately unsuccessful; then, Jeju Semiconductor has sought to cooperate with mainland companies.

Since Jeju Semiconductor itself seeks to cooperate with mainland manufacturers, there is little possibility of cooperation with Jinhua through the bridge of interconnection.

Since this year, South Korea has maintained a "vigilant" attitude towards the rise of China's semiconductor, such as SK Hynix Wuxi new plant has been widely questioned by Korean academia. In fact, SK Hynix 8 inch wafer OEM's core research and development is to stay in South Korea, Wuxi joint venture factory is mainly responsible for production, while SK Hynix Korea still retains 12 inch wafer OEM factory for the production of CMOS image sensors and other high value-added products.

South Korea's doubts about the cooperation between Jeju Semiconductor and Unicom also show that South Korea is worried about the competition brought by the rapid development of China's storage industry.

South Korea's export growth rate will remain at 15.9% in the second half of the year, down sharply from 42.5% in the first half, according to a new study by the Korea Institute of Industry in August. It believes that the biggest reason for this problem is the rise of Chinese semiconductors. South Korean researchers said that "China is expected to start production of semiconductor memory early next year." Although there is a big technology gap between the two countries, the short-term impact on Korean enterprises is not great, but in the long run, it may have a negative impact on South Korea.

To a certain extent, this reflects the development of semiconductor in Korea. Today, South Korea is over-reliant on the semiconductor industry, and its industrial structure is unbalanced. Storage semiconductor accounts for more than 80% of the semiconductor industry. Although Samsung and SK Hynix made a lot of money in the DRAM boom, the two companies are clearly aware of the fact that storage is not going to last long and are making full use of the industry dividends brought about by the storage industry to expand their non-storage business. South Korean experts, worried about South Korea's over-reliance on the storage industry, are also escalating, arguing that the pattern could lead to an economic crisis. (proofreading / lokawa)