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28-09-2021, 03:22 PM
Julian Ryall
Published: 7:00am, 28 Sep, 2021
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At least five Japanese firms have significantly stepped up output at existing plants or invested heavily in new facilities to keep pace with demand for components and chemicals that only they can deliver. Around 60 per cent of the materials and components are exported, primarily to Taiwan and other key manufacturing hubs, with the rest utilised domestically.
Virtually the entire global supply of photoresist coating and high-end aluminium electrolytic capacitors – critical in the manufacture of the most advanced chips – comes from Japan, which also has a market share of 60 per cent or more of the global market for another 70 advanced materials.
Two Japanese companies alone, Shin-Etsu Chemical and Sumco, control 60 per cent of the global market for silicon wafers.
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The tactic gives Japanese manufacturers an important strategic advantage at a time of deepening rivalry between the world’s two largest economies, the United States and China, combined with geopolitical and security concerns that loom over other major producers, most notably Taiwan and South Korea.
https://www.scmp.com/week-asia/politics/...hero_story&pgtype=homepage#comments
Published: 7:00am, 28 Sep, 2021
......
At least five Japanese firms have significantly stepped up output at existing plants or invested heavily in new facilities to keep pace with demand for components and chemicals that only they can deliver. Around 60 per cent of the materials and components are exported, primarily to Taiwan and other key manufacturing hubs, with the rest utilised domestically.
Virtually the entire global supply of photoresist coating and high-end aluminium electrolytic capacitors – critical in the manufacture of the most advanced chips – comes from Japan, which also has a market share of 60 per cent or more of the global market for another 70 advanced materials.
Two Japanese companies alone, Shin-Etsu Chemical and Sumco, control 60 per cent of the global market for silicon wafers.
......
The tactic gives Japanese manufacturers an important strategic advantage at a time of deepening rivalry between the world’s two largest economies, the United States and China, combined with geopolitical and security concerns that loom over other major producers, most notably Taiwan and South Korea.
https://www.scmp.com/week-asia/politics/...hero_story&pgtype=homepage#comments
