The landscape of the global semiconductor industry is witnessing a remarkable transformation, as recent developments suggest that China is navigating successfully through US trade sanctions, gaining a competitive edge over South Korea in several key chip-making arenas. According to a recent survey by the Korea Institute of S&T Evaluation and Planning featuring insights from 39 experts, South Korea is now lagging behind China across various semiconductor categories, marking a significant shift from just a few years ago.
Traditionally recognized for its prowess in semiconductor technology, South Korea now finds itself trailing China in both conventional and AI semiconductors. The survey highlighted that in the realm of high-intensity and resistance-based memory technology, China secured a score of 94.1%, outstripping South Korea, which scored 90.9%. This represents a notable departure from earlier standings where South Korea had a competitive edge.
The trend continues with AI semiconductors, where China led with an 88.3% effectiveness score compared to South Korea’s 84.1%. South Korea’s performance in power semiconductors is also cause for concern, scoring 67.5% against China’s 79.8%. In next-generation high-performance sensor technology, the results were closer, with South Korea scoring 81.3% to China’s 83.9%.
However, both countries showcased equal proficiency in advanced semiconductor packaging technology, each attaining a score of 74.2%. This equal standing is a testament to the heated competition in this high-tech field.
These developments signal a need for South Korea to intensify its focus on advancing semiconductor technology. Notably, efforts are already underway, with Samsung’s semiconductor head, Park Yong-in, rallying employees to enhance innovative efforts within the System LSI division. These initiatives aim to regain and expand South Korea’s foothold in the global semiconductor market.
As these changes unfold, the coming months will be crucial for South Korea’s semiconductor industry. By addressing current gaps and pushing forward with innovation, South Korea could potentially realign its position within this fiercely competitive arena. This survey serves as a wake-up call, urging local institutions to drive technological advancements and reclaim their competitive stance.
