Earticle

초록

영어

This study analyzes the impact of Japan’s 2019 export restrictions on South Korea’s semiconductor imports, focusing on three critical materials essential for semiconductor manufacturing: hydrogen fluoride, fluorinated polyimide, and photoresist. Using panel data from UN Comtrade (2012-2022) and CEPII’s BACI dataset, the research employs a Difference-in- Differences (DID) methodology and an event-study framework to assess the effects of these restrictions on Japan’s exports to South Korea. The findings reveal a significant reduction in South Korea’s imports of these restricted materials, as well as spillover effects on adjacent industries. In particular, the study identifies a 35.1 percent decrease in the import value of the directly affected products, alongside observable shifts in South Korea’s sourcing strategies toward alternative countries. This research provides valuable insights not only into the direct effects of export restrictions, but also into the dynamic responses they trigger—such as the substitution of imports from third countries—highlighting the broader long-term implications for global supply chains and international trade.

목차

Abstract
Ⅰ. Introduction
Ⅱ. Japan’s Export Restriction
Ⅲ. Data and Methodology
Ⅳ. Results
Ⅴ. Conclusion
References

키워드

저자

• Hyunmin Koo [ Master, Graduate School of International Studies, Korea University ] First Author
• Do Won Kwak [ Professor, Graduate School of International Studies, Korea University ] Co-Author
• Kyunglim Shin [ Lecturer, Graduate School of International Studies, Korea University ] Corresponding Author

참고문헌

발행기관

간행물

표지보기 관심저널 등록

• 간행물명

  무역통상학회지 [Journal of Korea Research Association of International Commerce]

• 간기

  격월간

• pISSN

  1738-4354

• 수록기간

  2001~2025

• 등재여부

  KCI 등재

• 십진분류

  KDC 326 DDC 380