日本考慮限制對南韓出口半導體,OLED 材料 - 股票

1.原文連結：
https://reut.rs/2Jfc7Ge

2.原文內容：

Japan to tighten export rules for high-tech materials to South Korea: media


TOKYO (Reuters) - Japan plans to tighten restrictions on the
export of high-tech material used in smartphones and chips to
South Korea from July 4 in connection with a dispute over a South
Korean ruling on war-time forced labor, the Sankei newspaper
reported on Sunday.


The row between Japan and South Korea flared last October when
South Korea’s Supreme Court ruled that Japan’s Nippon Steel must
compensate South Koreans for forced labor during World War Two.

Japan maintains that the issue of forced labor was fully settled
in 1965 when the two countries restored diplomatic ties, and has
denounced the ruling as “unthinkable.”

The materials to be restricted are fluorinated polyimide which is
used in smartphone displays, and resist and high-purity hydrogen
fluoride (HF), which is used as an etching gas in the making of
semiconductors, the paper said.

Resist is a thin layer used to transfer a circuit pattern to the
semiconductor substrate. High-purity HF is used in etching silicon
materials.

Japan will stop preferential treatment for these three materials
for South Korea, meaning Japanese exporters will need to apply for
export permission for each time they want to ship to South Korea,
which takes about 90 days, the paper said.

A government announcement on the restriction is expected on
Monday, it said.

Japan produces about 90% of fluorinated polyimide and resist
worldwide as well as about 70% of etching gas, making it difficult
for chipmakers to find alternative supplies, the paper said,
pointing to potential impact on South Korea’s Samsung Electronics
and LG Electronics.

3.心得/評論：
因為兩邊對於二戰強徵勞工的賠償爭議
日本打算限制對南韓出口可彎曲 OLED 材料 (fluorinated polyimide),
以及半導體製程用的 HF 等氣體。
目前對南韓出口這類東西並沒有管制，但之後要取得政府同意才可以賣給南韓
而且日本的 fluorinated polyimide 佔有率 90%, HF與其他氣體 70%
看來會讓南韓頭痛了？不知道是不是台廠利多

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