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After 35 days of export restrictions imposed by the Japanese government on Korea, on August 8, the Japanese government approved the export of EUV photoresist and etching gas, and the approved materials will be supplied to the ROK.SamsungElectronics. EUV photoresist will be shipped to Huacheng factory of Samsung EUV process, and etching gas will be shipped to Xi'an factory in China.
At a point in time just a month after export restrictions, there was speculation about Japan's move in South Korea. Professor Park Jaegeun of Hanyang University believes that after South Korea accelerates localization, it has affected Japanese enterprises. Although 90 per cent of EUV photoresist is made in Japan, 30 per cent is consumed in South Korea, and the Japanese government has chosen to do so to protect local companies. Professor Jung Ingyo, an international trade professor at INHA University, said: Japan's planned adjustment is to pressure South Korea to renegotiate forced labor, not so much to deal with South Korean localization, but also to say that Japan's intention to strengthen its reputation.
South Korea, on the other hand, has much to say that Japan's move will continue until the end of the year. People in the industry think that if it is really a concession, it must be to withdraw the delisting whitelist.
While the views of Japan are different, they are generally considered to be of constant concern. According to the relevant people of the equipment, it is difficult to judge the trend of the future on the basis of one-time measure. The future will also face the same crisis if it is due to Japan's concession to home-made.
The Korean government still adheres to the localization measures to make concessions to Japan. Prime Minister Lee Nakyeon said at the meeting on the assessment and adjustment of the current situation of the country that Japan approved the export of EUV photoresist, one of the export restrictions for the first time, and the government will continue to make efforts to restore Japan's economic attacks to their original state.
The South Korean government has also taken the opportunity to slow down and observe developments. The government-related comments on the export license:Japan believed that Japan had approved the export license as a countermeasure after South Korea accelerated its preparation for WTO litigation. It's mainly for'not economic retaliation.
On the same day, the Ministry of Industry, Trade and Resources retained an amendment to the Strategic goods Export Declaration, which put forward a whitelist from Japan. The Ministry of Industry held a meeting on August 8 to discuss the revision of strategic goods export declaration, but concluded that the details and timing of implementation still need to be adjusted, and said that the final release of the plan and timing will be decided at a later date.
There are also comments that relations between the two sides have entered a period of moderation, South Korea should be cautious about Japan's whitelist measures. Lee Hyoyeong, a professor at the Department of Economic and Trade Studies of the National diplomatic Academy, said: South Korea's removal of whitelist against Japan is tantamount to a counterattack, and if it does, international speech will be affected, and the removal of whitelist measures needs to be carefully considered.