■ Host: Anchor Na Kyung-cheol, Anchor Yoo Da-won
■ Appearance: Joo Won, Head of Economic Research, Hyundai Research Institute

* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate content. When quoting, please indicate [Good Morning YTN].

◇Anchor> China’s Huawei has confirmed that its new product is equipped with a 7-nano process semiconductor. It seemed like the United States had stated that this was a violation of sanctions.

◆Joo Won> So, the smaller the nano number, the more high-tech it is. 2nm is better than 3nm. However, the standard for sanctions that the United States is currently imposing on China is 14 nanometers. So, it’s because it’s 7 nanometers, but this part was made public just in time for the U.S. Secretary of Commerce’s visit to China. So, there is quite a political intention, but what we need to think about carefully is that 7-nano is a technology that is about 4 years behind our country. So, it’s not our country’s main product, but anyone can make 7 nanometers, technically. But the problem is one of mass production. In fact, when it is made in a factory, in order for it to be released into the market, the defect rate has to be adjusted and then the productivity can be adjusted so that mass production can continue. But can it really be mass produced? I think that’s another problem. So, China has been chasing a lot of semiconductor technology, which may be meaningful, but I think it is another issue whether it is really a general-purpose product that can be used in the market or a product that can be commercialized.

◇Anchor> What does the United States refer to as a violation of sanctions?

◆Joo Won> So, it doesn’t work below 14 nanometers. The level of semiconductor processing technology using American technology cannot fall below 14 nanometers. However, the semiconductor chip used in Huawei was made by a Chinese company called SMIC , but there is no way to verify that in the United States. There is no way to confirm whether SMIC used American technology. However, there are almost no semiconductors used in the world today that do not use American technology. So in fact, in any case, if that Huawei phone is used in the Chinese market, it will not be exported, and then I think there is no way the United States can make a case.

◇Anchor> Another controversial issue was that Huawei’s new cell phone contained SK Hynix’s latest DRAM.

◆Joo Won> So, Hynix makes semiconductors for smartphones, and when I disassembled a new smartphone called the Mate 60 Pro made by Huawei, it found that메이저놀이터 there were semiconductors made by SK Hynix, and this is also technically a violation of sanctions. But SKHynix has never done business with Huawei. However, market speculation is that these sanctions began in May 2020. Companies in the United States began exporting semiconductors containing American technology to Huawei of China even before then, but companies outside the United States were also banned from exporting to Huawei in May 2020, and the sanctions will be implemented in May. It was known in advance that this would be the case, and the market assumed that Huawei had already purchased the necessary semiconductors and such. I’m guessing something like that. And it is unlikely that Hynix will do business with Huawei in violation of US sanctions. Anyway, I think semiconductors may have entered the dark path.

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