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The Dong-A Ilbo wrote on June 9, 2021 that “Samsung, domestic production of semiconductor materials that depended on Japan” said, “Development of high-purity hydrogen chloride with mid-sized companies, results two years after Japan’s export restrictions. (Accommodated) “. Samsung has developed a core semiconductor material “high-purity hydrogen chloride”, which was totally dependent on Japan and Germany, in partnership with a medium-sized company for two years, recently completed a quality test, and signed a delivery contract around the second half of this year. He said he decided to tie it. People who do not know the reality of the industrial world will be pleased to say that such news is a “feat”, but if you know the actual situation, such domestic production is “crying mustard” from the standpoint of a company. You will know that it must be “eat.” The article did not give a concrete numerical value (for example, 99.99999%) as to what level of high-purity product the “high-purity hydrogen chloride” that was domestically produced was. Therefore, it is unknown whether the material can be put into the general-purpose semiconductor manufacturing process of Samsung or even into the ultra-precision semiconductor manufacturing process. In addition, the yield (yield rate) does not come out. Yield is the ratio of non-defective products (products that can be delivered to business partners) to the products produced. It is an important measure that influences a company’s rate of return. For example, if the yield is 60%, it means that the ratio of non-defective products in the “high-purity hydrogen chloride” produced by the medium-sized company is 60%, and the remaining 40% is defective products. Products in the early stages of development have no choice but to have poor yields. Yield usually improves little by little only after various trials and errors and experiences are accumulated over time (years). In the article, there are comments from Samsung officials that reflect this reality. “It is meaningful to reduce the dependence of major materials on a single nation and diversify the supply destinations.” There are no comments on specific quality levels (99.99999%, etc.) or yields. At present, it means that there is nothing to expect other than “the meaning of diversification of supply destinations”. Perhaps Samsung paid a considerable amount of capital investment to the mid-sized companies that were in charge of domestic production of hydrogen chloride. In addition, until the yield rises to a certain level, for the time being, we have no choice but to hold on to a “high unit price for delivery” due to the low yield. According to the article, the material has just finished its final testing. By the way, no one knows what kind of variables will occur in the situation where the material is actually put into the semiconductor process in earnest. Even if it passes at the laboratory level, there are countless products that are judged as nonconforming and disappear on the actual line. From the standpoint of Samsung, which has to compete with the best companies in the world, this situation can only be a burden. Compared to foreign semiconductor companies purchasing high-quality materials from Japan to make products, Samsung has to develop and use domestic materials that have relatively high unit prices and uncertainties. You can see it as. It is not that large Korean companies and mid-sized companies have not been able to make various materials made by Japan in the first place and have not tried to domestically produce them. If you immerse yourself day and night, you will be able to make it someday, as in this case (“high-purity hydrogen chloride”). If so, why didn’t you devote yourself to domestically producing various materials made by Japan in the past? There may have been cases where it was not possible to make it due to lack of technical capabilities, but that was mainly because it was a choice that considered economic efficiency. There is a famous butcher shop that sells good meat very cheaply, so everyone buys and eats meat there, but one person quarrels with the owner of the butcher shop. The angry butcher shop owner declared, “I won’t sell to you.” Rather than reconciling with the butcher’s owner, the person said to his family, “Don’t buy and eat meat from the butcher, let’s raise and eat the cows directly,” and set up a barn. The family who bought the calf and bought the feed devoted themselves to keeping the cow. Since the leading companies in the United States and Europe are “stupid”, they do not purchase various materials, equipment, and parts from Japan and use them. There is no reason to keep cows directly in a situation where you can buy and eat good meat cheaply. After all, the scene that South Korea showed (obsession with domestic production) seems to be a “foolishness” that rebels against the efficiency of international division of labor. If such “foolishness” continues, it is not necessary to look for the terminal station from a distance. That is exactly what North Korea is today, which is almost self-sufficient, shouting “self-rehabilitation.” The “high-purity hydrogen chloride” that has been domestically produced this time is not currently an export-controlled item in Japan. It is said that many Korean companies, such as Samsung, are in the midst of hurting their hearts and worries in the unlikely event of a situation. In other words, in a situation where the second and third export restrictions are expected due to hot issues such as “further requisition judgment” and “monetization of Japanese assets in South Korea”, “crying mustard” “Eat”, and I fell into a situation where I had to catch even straw (domestic production). In this way, South Korea’s anti-Japan, which causes a great hindrance to the management activities of Korean companies and causes enormous harm to national interests, has already reached the level of psychosis. Rather than sticking to a stupid anti-Japanese and continuing “foolishness”, it is the way for true national interest to reconcile with the other party promptly. * This article is a Japanese translation of a contribution by a Korean conservative fund builder. The Korean version has already been published in the Korean media. We are responsible for the accuracy of the translation. * * “Eating mustard” is a Korean proverb that metaphorically talks about forcing something unpleasant while crying.