Dr. Kim Yang-peng: "Semiconductor Peak Is Every Single Day, No Factors to Lower Prices and Demand"… What is the Situation with Threatening China and Japan Dreaming of Revival?

[SBS News Briefing]

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■ Broadcast: SBS "News Briefing" Monday to Friday (14:00–15:20)
■ Host: Park Jin-ho, Editorial Writer
■ Guest: Kim Yang-peng, Senior Researcher at the Korea Institute for Industrial Economics and Trade (KIET)
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[Interview]
Kim Yang-peng / Senior Researcher, Korea Institute for Industrial Economics and Trade

"When is the semiconductor peak? Right now, every single day is a peak"
"Neither semiconductor prices nor demand will drop"
"Chinese semiconductors pose a threat, but there is a gap in level compared to South Korea"
"Producing HBM inevitably requires cutting back on DRAM production"
"It is right for South Korea's semiconductor sector to focus on cutting-edge products"
"The U.S. is strengthening its ambition to dominate the market after producing semiconductors domestically"
"The U.S. is supporting Japan as a means to keep South Korea's semiconductor industry in check"
"The U.S. wants China to maintain its current level of semiconductor utilization"
"An invasion of Taiwan would paralyze the electronics industry… China will avoid extreme situations"

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※ Please note: This article was translated by AI and may contain errors.