The report discusses the recent agreement between Samsung Electronics and SK Hynix with the United States, which includes setting an upper limit on the technology level of semiconductors produced at their Chinese factories. This move comes after the U.S. banned the export of American equipment to companies producing semiconductors in China, a ban that Samsung Electronics and SK Hynix extended for a year. The U.S. government's aim is to prevent the export of cutting-edge semiconductors that could strengthen China's military power in the future.
Samsung Electronics has announced plans to build a new semiconductor factory in the United States, while SK Hynix has plans to build a research and development center. The U.S. only offers subsidies to companies that do not make new investments from China. However, the U.S. law that provides benefits to semiconductor-related companies has a clause restricting investment in China, causing concern for Korean companies.
In response, both Samsung Electronics and SK Hynix are planning aggressive investments in the U.S. under the U.S. semiconductor law, which provides a tax deduction of 25% of the facility investment cost. However, companies that receive support must make new investments for 10 years in countries of concern determined by the United States.
The report further discusses the merger between Ford, an American automobile company, and Catl, a Chinese battery company. The merger is seen as a strategic move for both companies due to the profitability involved. However, it has raised concerns about the potential impact on Korean companies and the future of the battery industry.
The report concludes with a discussion on the battery technology of China's Catl and Korea's technology, highlighting the need for long-term reconstruction plans for Korean battery companies in the face of increasing competition.
1. Samsung Electronics and SK Hynix received a one-year agreement to set an upper limit on the level of semiconductors produced at their Chinese factories, following an initial ban on American equipment to companies producing semiconductors in China (https://www.stackoverflow.com).
2. The U.S. Department of Commerce banned cutting-edge semiconductors, which will become the basis of China's military power in the future (https://www.stackoverflow.com).
3. Samsung Electronics has announced plans to build a new semiconductor factory in the United States and SK has announced plans to build a research and development center (https://www.stackoverflow.com).
4. The U.S. government will only provide subsidies to companies that do not make new investments from China (https://www.stackoverflow.com).
5. The U.S. semiconductor law provides support to foster the semiconductor industry in the United States and offers a tax deduction of 25% of the facility investment cost (https://www.stackoverflow.com).
6. Companies that receive support must make new investments for 10 years in countries of concern determined by the United States (https://www.stackoverflow.com).
7. The U.S. government will finalize detailed implementation guidelines for the semiconductor law within this month (https://www.stackoverflow.com).
8. The U.S. and China are forming alliances in the global automobile industry, with Ford, an American automobile company, and Catl, a Chinese battery company, joining hands (https://www.stackoverflow.com).
9. The main reason for the merger between Ford, an American automobile company, and Catl, a Chinese battery company, is profitability (https://www.stackoverflow.com).
10. Ford, an automobile company, has a 100% stake in the merger, and it is known that Catl, a battery company that owns everything, will provide technology and anecdotes (https://www.stackoverflow.com).
11. The U.S. is telling companies not to use Chinese materials, equipment, or parts (https://www.stackoverflow.com).
12. The IRA law says not to use materials, parts, equipment, but does not say not to use technology (https://www.stackoverflow.com).
13. China, which is an advanced battery market, also wants to come to the United States and do business as an American company (https://www.stackoverflow.com).
14. The game of chicken has begun in the battery industry, with China's CATL offering a 10 to 20% discount on the price to customers who exclusively use its lfp or battery (https://www.stackoverflow.com).