Heavy! Samsung stopped production soon and received emergency supply
From the inside of South Korea's Samsung, news came out that the company's vice president Li Zaijun successfully solved the problem of the supply of three kinds of semiconductor raw materials that were once in a hurry because of restrictions on export restrictions on Korea's trade.
These three raw materials are fluorinated polyimides, photoresists and high-purity hydrogen fluoride necessary for the manufacture of semiconductors and displays.
On the 13th, Li Zaijun urgently convened the meeting of the top management team of Samsung device solution and display department to share this achievement. At the meeting, Li Zaiyu said that Samsung should not only solve the immediate problems, but also cultivate the vision of grasping and predicting the big trend in the ever-changing international environmental changes. Not only must we respond quickly and flexibly to every change, but we must continue to strengthen our ability to lead the market.
Li Zaiyu’s business trip to ensure the size of the source of goods, through which channels to obtain details, etc., are currently not open. But combined with the original inventory, plus this new source of assurance, at least in the short term will not affect Samsung's production problems.
Samsung insiders said that Samsung Electronics could at least breathe a sigh of relief because of the prompt response of Vice President Li Zaixun. But the problem now is that the "emergency firefighting" has been successful, but I don't know what will happen in the future.
It is reported that Li Zaiyu’s source of assurance this time will certainly not adopt the way Korea imports directly from Japan.
From the 7th to the 12th of this month, Li Zaiyu stayed in Tokyo and contacted local suppliers to discuss plans to avoid this export restriction.
In contrast to the repeated "strong condemnation" of the South Korean government, Li Zaiyu temporarily solved the problem with practical actions. It is reported that Li Zaiyu will share the results of this trip with the Korean government.
Samsung insiders said that Samsung Electronics' production will not be affected in a short period of time, but it has not solved the problem fundamentally. In view of the current relationship and future trends between the two countries, Japan’s export restrictions on South Korea will only become more and more extensive and stricter. Therefore, Li Zaiyu also asked for an emergency plan as soon as possible at the high-level meeting.
In addition, in addition to Japan, Samsung is also actively contacting Chinese and Russian suppliers to prepare more "B plans."
Hydrogen fluoride is mainly used to cut semiconductor substrates, and the number of hydrogen fluoride used is sometimes more than ten times in more than 600 processes for manufacturing semiconductor products. According to industry speculation, Samsung's hydrogen fluoride storage may only last for several weeks, and other Korean semiconductor companies are not optimistic.
In addition, experts also pointed out that semiconductor raw materials need to be tested for about 1-6 months before being put into mass production. In particular, the purity of hydrogen fluoride has a great impact on the quality of semiconductor products. In the short term, other products are difficult to fill the vacancy of hydrogen fluoride in Nissan immediately. It is no exaggeration to say that the existing Nissan hydrogen fluoride inventory will be exhausted, or it will become the day of suspension of Korean semiconductor companies.