Fluorine Polyimide for TV and smartphone display screens exported to Korea, core material resist (Resist) for semiconductor manufacturing, and high-purity hydrogen fluoride (Eatching Gas) for semiconductor cleaning The products began to be separately licensed and reviewed. Due to Japan’s refusal to withdraw the sanctions, the South Korean side recently found an import source in China.
This measure in Japan will bring a major blow to the Korean semiconductor industry. Among them, South Korea, such as high-purity hydrogen fluoride, is highly dependent on the Japanese market, and the proportion of semiconductor materials imported from Japan by Samsung Electronics and SK Hynix Semiconductor until May. It is 43.9% (high purity hydrogen fluoride) to 93.7% (fluoropolyimide).
According to the Shanghai Securities News China Securities Network, according to the official website of the Electronic Chemical Industry New Materials Industry Alliance on July 16th, Binhua Group’s electronic grade hydrofluoric acid has successfully obtained batch orders from some Korean semiconductor manufacturers.
The net report said: “Korea is also looking for a diversified market while investing in domestic technology research and development. After several batches of sample testing and small-batch testing, the Binhua Group has finally established a formal partnership with Korean companies. At present, Korean companies have successively placed bulk orders with the Binhua Group.”
High-purity hydrogen fluoride, also known as electronic grade hydrofluoric acid, is mainly used in processes such as cleaning and etching in semiconductor manufacturing processes.
The other two restricted semiconductor materials Korea’s dependence on Japan is not high, and the Russian side has also proposed to supply high-purity hydrogen fluoride to South Korea through diplomatic channels.
In response to Japan’s restrictions on imports from South Korea, South Korean Deputy Prime Minister and Minister of Planning and Finance, Hong Nanji, strongly condemned Japan’s restrictions on exports to South Korea and believed that it impaired Japan’s international trust.
On the 17th, at the Economic Countermeasures Meeting held in the office building of the government office in Hong Kong, Hong Nanji said that the Japanese side will be negotiating with the South Korean side on the withdrawal of restrictions. It will also announce the recent reduction of dependence on Japan and promote the “comprehensive countermeasures” of localization.