Nearby support for Samsung ASML will build semiconductor equipment in South Korea

According to the Nikkei Chinese website, ASML, a Dutch semiconductor manufacturing equipment company, announced that it will establish a semiconductor manufacturing equipment technology base in South Korea.

In order to ensure the safety of the supply chain in the cutting-edge semiconductor field, ASML will establish a close cooperation system with customer companies through the establishment of technical bases in South Korea and Taiwan, China. In the press conference of ASML Korea, ASML CEO Peter Wennink (Peter Wennink) mentioned that at the moment when the complexity of chip manufacturing technology is increasing, it is very important to cooperate closely with local customers, and it is also very important to set up a training center in South Korea. Because it helps bring the technology closer to customers.

Vinick arrived in South Korea yesterday (15th), and may participate in the groundbreaking ceremony of ASML's semiconductor cluster in Hwaseong. The industry expects him to meet with Samsung Electronics Chairman Lee Jae-yong. The two have reportedly maintained a close relationship, but the two companies have yet to confirm plans for the talks.

For ASML, the two South Korean chip giants, Samsung and SK Hynix, account for 30% of the Dutch equipment supplier's global sales. ASML Korea is headquartered in Hwaseong, near Samsung Electronics' semiconductor factory, and has offices in other regions to provide quick response and service to major customers of Samsung and SK Hynix.

In addition, the world's largest semiconductor manufacturing equipment companies such as Applied Materials of the United States, Lam Research of the United States, and Tokyo Electron of Japan have also established R&D bases in South Korea. Together with the production technology development teams of Samsung, SK Hynix, etc., we are working on cutting-edge technology development projects.

Against the background of Sino-US wrestling, the movements of these semiconductor equipment manufacturers make the US government very sensitive. As it becomes more difficult to export to mainland China, another purpose of companies such as ASML setting up bases in South Korea may be to make up for the reduced revenue in the mainland China market by deepening relationships with customers outside of mainland China.