The “K-Semiconductor Strategy” is Korea’s national semiconductor strategy. As the Japanese government promoted the attraction of TSMC to a factory, the momentum for the national government to foster the semiconductor industry was increasing, and the Korean government also came up with a strategy centered on semiconductors.
🟩Doubling semiconductor exports by 2030
“We will consolidate our position as the world’s No. 1 memory semiconductor, make system semiconductors the world’s highest, and definitely achieve our goal of becoming a ‘comprehensive semiconductor powerhouse by 2030.'”
The “K-Semiconductor Strategy” is a strategy for the South Korean government to double its semiconductor exports from about US$100 billion (¥11 trillion) in 2020 to about US$200 billion (¥22 trillion) in 2030.
The size of the semiconductor market is also expected to double from the current 50 trillion yen to 100 trillion yen by 2030. South Korea is the world’s No. 2 semiconductor producer after Taiwan, but there is a big difference with Taiwan. There is a sense of crisis that South Korea will be left behind by the expansion of the semiconductor market.
🟩 Strengthening the memory semiconductor industry
Semiconductors are the largest export item in the export-driven Korean economy, accounting for 20% of total exports. Memory products account for the majority of these semiconductors. South Korea has Samsung, SK Hynix and the top memory manufacturers in the global semiconductor market. By protecting the memory industry, the company intends to increase the total value of exports. Samsung and other private companies have announced that they will invest more than 510 trillion won (about 49 trillion yen) by 2030.
🟩 “K-Semiconductor Belt” Strategy
Since semiconductors are small and light, transportation costs are low, and it is said that it is rational to concentrate on mass production by investing in one place. He is working on the creation of a “K-semiconductor belt” between the central regions of Licheon, Yongin, and Cheongju, where SK Hynix is located, and Jiaxing, Huacheng, Pyeongtaek, and Enyang, where Samsung is located in the west.
The world’s largest base in Samson’s Pyeongtaek
首都ソウルから南に50キロメートルの平沢（ピョンテク）市に、サムスン電子ら世界最大の半導体工場を建設している。 平沢はサムスンにとって、器興（キフン）、華城（ファソン）に次ぐ国内3番目の半導体拠点である。年間3兆円を超える設備投資の大半を平沢に充て、世界首位の半導体メモリーの生産能力を引き上げる計画としている。
🟩人材・市場・技術確保 戦略
韓国政府は国立大学に専攻学科を増やして半導体産業の人材を今後10年間で3万6000人育成する。
また半導体機器メーカーのASMLがトレーニングセンターを建設、Lam Research が規模を拡大するなど、韓国政府が外国投資も呼び込んでいる。
🟩 Strategy for Expanding Infrastructure Support
The South Korean government plans to provide tax incentives of up to 50 percent for the research and development of semiconductor companies and up to 20 percent for capital investment. In addition, the government will support the securing of electricity and water for semiconductor factories at national expense.
🟩 Conclusion
South Korea’s “K-Semiconductor Strategy” to Double Semiconductor Exports by 2030
The momentum for the national government to foster the semiconductor industry is increasing, and Japan also wants to nurture the semiconductor industry with clear goals.
