“The British built a steam engine and conquered the world for 400 years. I also invested in semiconductors with such a thought, so please do your best in the future.” (Samsung Group founder, late Chairman Lee Byung-cheol, Yu-Hun)
On the 30th, CEO Jin Dae-je, who served as the Minister of Information and Communication during the President of Samsung Electronics and the Roh Moo-hyun administration, served as the keynote speaker for the Korea Federation of Businessmen (former convulsions) seminar and introduced Yoo-hoon of the late Chairman Lee Byung-cheol, the founder of the Samsung Group. I cried. CEO Jin is called the leading player in the semiconductor myth that led the development of the world’s first 16 mega DRAM at Samsung Electronics.
At the time, Chairman Lee said that he was very angry when he saw an article in a daily newspaper stating that’Korean semiconductors are imitations of Japanese semiconductors’. Chairman Lee said this and was taken to the emergency room two days later and died two months later.
CEO Jin said that there was no day of comfort in the thought that Samsung Electronics had to keep its promise with Chairman Lee until it became the world’s No. 1 in the memory semiconductor sector in 1993.
CEO Jin said at the seminar’Semiconductor Industry Shakes: Paradigm and Future of Semiconductor Industry’ held at the FKI Hall in Yeouido, Seoul this afternoon. Given said.
“There could be a situation where the US is asking China not to sell semiconductors. Korea needs to prepare in advance on how to respond,” he warned.
CEO Jin emphasized that it is possible to seize semiconductor hegemony only if the state’s institutional support is supported. A policy environment that can cultivate semiconductor technology talents and inspire companies should be given priority.
CEO Jin diagnosed, “It is not easy to overcome in a short period of time in the current structure, which is an oligopoly of certain companies,” as the global semiconductor supply shortage is intensifying, centering on the automobile industry.
“The current semiconductor supply is not keeping up with the demand,” he said. “The demand is exploding due to the 4th industrial revolution, but it is difficult to increase the semiconductor supply in a short period of time.”
At the same time, he pointed out, “There are not many companies that can invest because it takes more than 10 trillion won to invest in 5~7 nanometers (nm, 1 nm is 1 billionth of a billion) class high-tech fabs (fabs).
In addition, he pointed out, “In the past, the semiconductor cycle existed by expanding factories every four years, but not for the past 20 years. This is because the market is in an oligopoly in both the memory, system semiconductor and high-tech equipment markets.”
CEO Jin said, “Despite the increasing demand for semiconductors for vehicles, the production capacity of 8-inch fabs, the main production of semiconductors for power devices and analog vehicles, is insufficient.” .
CEO Jin added, “China is pursuing Korean semiconductors by declaring semiconductor prominence in 2015 and investing hundreds of trillion won, but it will take time due to the limitations of strong US sanctions and low technology self-sufficiency, so we must not miss the opportunity.”
At the seminar, amid the global semiconductor supply and demand crisis, major countries such as the United States, China, and Europe (EU) are striving to foster the semiconductor industry.
The common view was that memory semiconductor technology, which is Korea’s strength, should be preserved while fostering system semiconductors and enhancing foundry competitiveness.
This seminar was held urgently to check response strategies as the global semiconductor market is rapidly changing, such as the deteriorating semiconductor supply and demand situation centered on the automobile industry and Intel announced the re-entry of the foundry (consigned semiconductor production) business. Revealed.
FKI Vice Chairman Kwon Tae-shin said, “This year, the global semiconductor market is projected to be about 530 trillion won, which is comparable to Korea’s national budget of 558 trillion won. It will certainly be an opportunity for our companies.”
He added, “As the competition to foster the semiconductor industry of the global powers such as the United States and China is intensifying, we should not be drunk on the success of the past.
Reporter Hwa-young Hyun [email protected]
Photo = Pre-convulsion
[ⓒ 세계일보 & Segye.com, 무단전재 및 재배포 금지]