The Japanese government's action to regulate semiconductor material exports to Korea will not affect semiconductor production by Korean chipmakers, NH Investment & Securities said on July 3.
"We have found out that the Japanese government’s restrictions on resists were limited to EUV resists,” said an analyst at NH Investment & Securities. “EUV resists can only be produced by Japanese companies such as JSR and Shin-Etsu, but Samsung has not yet adopted an EUV process."
"A main resist used in DRAMs is for argon fluoride (ArF) immersion exposure equipment and a commonly used resist in 3D NAND processes is for KrF immersion exposure equipment,” he said. “ArF has a wavelength of 193 nm and KrF 248 nm. The Japanese government has decided to regulate resists optimized for light with a wavelength of below 193 nm. Thus, the two items are not subject to export restrictions.”
“The export licensing system for three items -- fluorine polyimide, resists, and hydrogen fluoride -- will exert limited effects on Korean companies,” he said "Rather there is a growing concern about damage to Japanese companies."