경제안보정책이 한국 반도체 산업 무역에 끼치는 영향 ― 한국, 미국, 중국, 일본을 중심으로 ―

초록

As international disputes such as the U.S.-China trade dispute in 2018, Japan's export restrictions to Korea in 2019, and the Russia-Ukraine war in 2022, countries around the world are preparing active countermeasures called ‘economic security policies’. This study attempted to analyze the trade trends of Korea's semiconductor industry after the U.S.-China trade dispute in 2018 and to understand the impact of other countries' economic security policies on Korea's semiconductor industry trade. First of all, in the case of memory semiconductors, trade with the U.S. and China showed an increasing trend, and trade with Japan showed a decreasing trend. In the case of system semiconductors, trade with China and Japan has increased significantly since 2020. In the case of parts and other semiconductors, trade with China has been on the decline since 2012. The Korean semiconductor industry has become more dependent on China over the past 15 years, suggesting that direct and indirect restrictions on trade with China, which may arise from the reorganization of the global supply chain for semiconductors, could have a huge impact on Korea's semiconductor industry.

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