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S Korea groans under US, China supply chain pressure ---- Washington leans heavily on Seoul’s flagship chip sector while Beijing halts exports of urea
asiatimes.com ^ | November 22, 2021 | Andrew Salmon

Posted on 11/22/2021 7:58:57 PM PST by elpadre

SEOUL – The middle ground between China and the United States is collapsing under South Korea’s feet as it is torn in opposite directions by the two giant economies it seeks to balance between.

On the one hand, it is being “requested” to submit detailed information on its flagship industrial sector to the United States – which is also pressuring the country’s number-two memory chipmaker to halt shipments of advanced machinery to China. That move could halt an upgrade to a major DRAM fab, in a sector where large-scale capital investment is crucial.

On the other hand, the country’s diesel vehicle drivers are suffering from operational angst after China halted exports of urea, used to make a solution that caps diesel emissions.

Former Korean War foe China is Korea’s largest trade partner. However, South Korea shares its political system, and its only significant security alliance and defense relationship, with the United States.

This is creating an increasingly fraught situation for a country at the center of trans-global supply webs in industries including semiconductors, electronic devices, autos, shipping, steel and petrochemicals, and for which international trade is the economic lifeblood. Chip angst, urea shortages

The number two player in Korea’s leading industry is currently being buffeted by risks swirling in the international trade environment as logistical problems and political animosities impact the value chain.

Chipmaker SK hynix, had planned to dispatch extreme ultraviolet lithography (EUV) machines made by Dutch firm ASML as it seeks a major modernization of its DRAM semiconductor plant in Wuxi, China.

(Excerpt) Read more at asiatimes.com ...


TOPICS: Foreign Affairs; Government; News/Current Events
KEYWORDS: andrewsalmon; asml; china; dram; korea; republicofkorea; samsung; skhynix; southkorea; urea; wuxi

1 posted on 11/22/2021 7:58:57 PM PST by elpadre
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To: elpadre

South Korea - bump for later...


2 posted on 11/22/2021 8:09:44 PM PST by indthkr
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To: elpadre

I do not want to know the way China produces its urea.


3 posted on 11/22/2021 8:11:33 PM PST by LukeL
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To: elpadre

Urea isn’t needed for diesels to run, it is only needed to control particulates. If South Korea (or any other country) cannot get the Urea it needs, there are options to operate without it.


4 posted on 11/22/2021 8:13:37 PM PST by BobL (I shop at Walmart and eat at McDonald's, I just don't tell anyone, like most here.)
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To: elpadre

Diesels running on Chinese piss. This is a wonderful era.


5 posted on 11/22/2021 8:19:19 PM PST by DesertRhino (Dogs are called man's best friend. Moslems hate dogs. Add it up....)
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To: BobL

Modern trucks (Tier 4, Tier 4 final) will not run without DEF. Technically you are correct diesel engines don’t “need” DEF to run, but as a practical matter the PCM/ECM will set a DEF code and drop the engine back into “limp home mode”.


6 posted on 11/22/2021 8:23:22 PM PST by VTenigma (The Democrat party is the party of the mathematically challenged )
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To: VTenigma

Yea, you’d have to reprogram to not go into limp mode, but it is doable.


7 posted on 11/22/2021 8:32:36 PM PST by BobL (I shop at Walmart and eat at McDonald's, I just don't tell anyone, like most here.)
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To: elpadre

We are at war with Eastasia.


8 posted on 11/22/2021 8:47:17 PM PST by SpaceBar
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To: elpadre
We can get all the urea we need from Washington DC.

9 posted on 11/22/2021 8:47:28 PM PST by Governor Dinwiddie (LORD, grant thy people grace to withstand the temptations of the world, the flesh, and the devil.)
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To: elpadre

Urea is from urine. Don’t they have enough piss in S Korea? Can’t they just waive the clean air standards temporarily?


10 posted on 11/22/2021 8:49:14 PM PST by Blood of Tyrants (When elections fail, we will either live under tyranny or rebel and throw it off.)
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To: elpadre

So let me get this right? Our supposed educated persons of congress and senate never thought that essential product manufacturing was worth the money to keep within the North AMERICAN continent?.....dog and pony show......I scream at these heathen swinging dick’s and wenches they are not good........


11 posted on 11/22/2021 8:49:47 PM PST by mythenjoseph
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To: LukeL

“I don’t want to know the way China produces urea”.

Read no further.

Synthetic, NH3 & CO2 = (NH2)2CO

Warned ya not to read further.


12 posted on 11/22/2021 8:52:46 PM PST by Cold Heart
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To: VTenigma

I was reading that you could run 10% used crankcase oil in your diesel. I tried it in my early 2000 GMC and it would not run. Turns out they had electronic sensors that would not let you run dyed diesel.


13 posted on 11/22/2021 8:56:50 PM PST by Cold Heart
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To: Cold Heart

It works fine in my 93 Dodge Cummins truck.


14 posted on 11/22/2021 9:21:42 PM PST by CarmichaelPatriot (Recovering Kalifornian... Loving Alabama!)
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To: elpadre

So my pot of p!ss might actually be a pot of gold?


15 posted on 11/22/2021 9:25:07 PM PST by lightman (I am a binary Trinitarian. Deal with it!)
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To: mythenjoseph

Every POTUS from Nixon to Obama + Biden helped our enemy, China.


16 posted on 11/22/2021 10:32:18 PM PST by PghBaldy (12/14 - 930am -rampage begins... 12/15 - 1030am - Obama's advance team scouts photo-op locations.)
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To: AdmSmith; AnonymousConservative; Arthur Wildfire! March; Berosus; Bockscar; cardinal4; ColdOne; ...
Chip shortages? Supply chain issues?

17 posted on 11/22/2021 10:36:14 PM PST by SunkenCiv (The Demagogic Party is a collection of violent, rival street gangs.)
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To: elpadre

AMD is up about $65 since the middle of July.
Buy as it will keep going up.
They design cpu and graphic chips.


18 posted on 11/23/2021 12:42:19 AM PST by minnesota_bound (I need more money. )
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To: LukeL

Due to a lack of natural gas - the Chinese have shut down their Natural Gas dependent fertilizer plants (urea). They recently banned exports of fertilizer because they do not believe they will have enough for domestic use.

England, Holland, Russia and China are all shutting down fertilizer plants. And, since 1/2 of 3rd world agriculture depends upon this imported fertilizer, it means that FAMINE is coming across the globe.


19 posted on 11/23/2021 3:35:38 AM PST by MattMusson (Sometimes the wind blows too much)
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To: elpadre

My only hope here is that this chip supply shortage will stop carmakers’ rush to replace reliable mechanical and hydraulic systems with unreliable electrical systems.


20 posted on 11/23/2021 4:53:05 AM PST by nagant
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