中美技术博弈下的中韩经济合作新模式探究:基于半导体产业分析
A New Model of China?South Korea Economic Cooperation amid U.S.?China Technology Competition: A Semiconductor Industry Perspective
Drawing on global value chain theory, complex interdependence theory, and supply chain resilience theory, this study examines changes in China?South Korea semiconductor relations amid intensifying U.S.?China technology competition and export controls against China. It proposes the concept of the “resilience restructuring of interdependence.” China?South Korea semiconductor relations have not developed into full decoupling. South Korea retains strong competitiveness in DRAM, NAND flash memory, and high-bandwidth memory (HBM), but remains dependent on the United States and its allies for advanced equipment, electronic design automation (EDA) software, and certain critical materials. China remains both a major market and an important production base for Korean semiconductor firms, while continuing to rely on external sources for some advanced equipment, software, and high-performance chips.
Stronger U.S. export controls have compelled both countries to adjust their industrial strategies. China has accelerated domestic substitution in semiconductor equipment, materials, components, and industrial software, while South Korea has sought to balance regulatory compliance, commercial interests in China, and the stable operation of its manufacturing facilities there. As a result, bilateral relations have evolved from a simple division of labor into a complex structure involving trade, investment, production, substitution, and competition.
Cooperation is increasingly differentiated by technological sensitivity and institutional risk. While advanced logic chips, HBM, leading-edge equipment, and certain EDA software face strong restrictions, cooperation remains possible in mature-node manufacturing, packaging and testing, equipment maintenance, green manufacturing, resource recycling, and supply chain digitalization. China and South Korea should therefore reduce excessive dependence on a single supplier, production base, or market while maintaining cooperation in relatively low-risk areas.
동북아시아문화학회 [The Association of North-east Asian Cultures]
설립연도
2000
분야
복합학>학제간연구
소개
동북아시아 문화의 다양성과 정체성을 연구 토론하고, 지역내 문화 교류의 다양한 모습을 연구하고 문화변동의 큰 틀을 집적함으로써 우리 민족 문화 및 상대 민족의 문화적 터전을 이해하여 문화공동체적 특성을 계발하고 상호 관련성의 강화를 유도하는 학술활동을 통해 동북아시아의 문화발전에 이바지함.