From “restrictions” to approval of companies to “export” hydrogen fluoride to South Korea, Japan seems to have felt the pressure

From “restrictions” to approval of companies to “export” hydrogen fluoride to South Korea, Japan seems to have felt the pressure

In the global semiconductor industry chain, Japan’s material industry occupies a crucial position, and leading companies such as Samsung, Hynix and LG in South Korea all need the support of Japanese materials. Just now, according to an authoritative Japanese media report, Japan has approved a local company to export hydrogen fluoride to South Korea, which seems to be a kind of “wooing” of South Korean companies that Japan feels the pressure of Chinese hydrogen fluoride companies.

(The picture comes from OFweek)

Previously, in order to restrict the development of South Korea’s top semiconductor companies, Japan restricted the export of hydrogen fluoride to South Korean semiconductor companies, which is an indispensable industrial material for semiconductor manufacturing. However, there is no way out. Although Korean companies have lost the import of hydrogen fluoride materials in Japan, China’s rising hydrogen fluoride industry has given them such an opportunity. Looking for “Made in China” has become the most concerned about several major Korean semiconductor companies in recent months. topic.

As the world’s largest semiconductor consumer market, China’s lack of high-end chip design capabilities and industrial ecology has been a problem for many years, resulting in a large import volume of chips. South Korea is the world’s largest exporter of semiconductors, and a large market is in China, but it lacks hydrogen fluoride material companies. This is because the manufacturing difficulty of hydrogen fluoride materials is very high, and the market iteration is fast and the toxicity is strong. Basically, several leading Japanese companies monopolize the market, such as Stella Chemifa and Kanto Electrochemical, Dayang Nippon Acid, Central Glass and so on. The chemical characteristics of hydrogen fluoride determine its wide application. It is a binary compound composed of fluorine and hydrogen. It has a pungent odor and can chemically react with oxides. In semiconductor manufacturing, it is necessary to remove oxides. a step. For semiconductor applications, hydrogen fluoride is mainly used to remove oxides, and it is one of the most widely used Electronic chemicals in the semiconductor fabrication process. For the practical application of hydrogen fluoride, hydrogen fluoride can be seen in many links such as chip manufacturing, thin-film manufacturing of displays, and semiconductor-related manufacturing.

When Japan restricted the export of hydrogen fluoride to South Korea for the first time, why did South Korean companies quickly select Chinese companies as “alternative” suppliers. This is because China has mature and perfect industrial conditions and scale. my country’s hydrogen fluoride industry originated in the 1970s, and in the world for more than 30 years after that, it was in a stage of initial and stable development, and the market response was general. What really made my country a hydrogen fluoride industrial base that attracted global attention was in the early 21st century, when China’s information industry rose, many domestic electronics manufacturers increased their demand for hydrogen fluoride procurement, the industry continued to rise, and new enterprises emerged one after another. Japan to contend. Since the first decade of the 21st century, my country has become the world’s largest hydrogen fluoride production base, and many well-known hydrogen fluoride enterprises have been born, such as Solvay, Juhua, Sanmei Chemical, Tianci, Dofluorodo, Kaisheng Fluoride Chemistry, etc. Just a few days when South Korea was restricted from importing hydrogen fluoride from Japan, Samsung negotiated cooperation with China’s Binhua Group. It is reported that it has considered purchasing their hydrogen fluoride materials, because the electronics market is changing very fast and cannot afford to wait.

There is an old saying in China, “Kill a thousand enemies and lose eight hundred.” For Japan’s restrictions on hydrogen fluoride exports, it is not only South Korean companies that suffer losses, but also Japan’s own hydrogen fluoride companies. Stella Chemifa, the world’s largest hydrogen fluoride company, showed in its financial report for the third quarter of 2019 that revenue has decreased by 90%, and it was the absolute leader in the high-end high-purity hydrogen fluoride market, with a market share that exceeds the sum of all other companies. .

As the saying goes, the enemy of the enemy is a friend. The previous “Sino-US trade war” hurt the interests of American chip companies, but European chip companies benefited. The recent trade war between Japan and South Korea has damaged the interests of Japanese hydrogen fluoride companies, but it has allowed Chinese hydrogen fluoride companies to continue to develop. We really need such “God’s assistance”! Perhaps Japan has realized such a problem, and has begun to not restrict the “export” of hydrogen fluoride, which has won the favor of Korean companies. Unfortunately, the market is changing rapidly, and it is not what it used to be.

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