중국 3세대 반도체 산업 발전이 한국에 주는 시사점

초록

The conflict between the United States and China, the world’s first and second largest economies, is not only affecting the two countries but also the global economy. As the conflict between the two countries escalates into a war for semiconductor technology supremacy, the semiconductor industry, which underpins the Korean economy, is facing new challenges. China is the largest export market for Korean semiconductors and a potential future competitor. The world is paying attention to whether China’s semiconductor industry can continue to develop in the face of U.S. deterrence. This study examines the development history and current status of third-generation semiconductors, which China is developing in response to the U.S. deterrence policy, and draws implications in relation to the changing trade relationship between China and Korea. The study suggests two ways for China to respond to the U.S. deterrence policy: first, expand Korean government funding and policy support to speed up the R&D of new semiconductor materials; second, strengthen Korea-China cooperation in third-generation semiconductor industry through technology exchange and patent mutual recognition to promote resource integration. Especially actively engage with the three clusters that China is currently creating to foster the third-generation semiconductor industry to build a cooperative system with China’s future semiconductor industry.

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