According to a recent report by the Hankyoreh, with the South Korean side expressing its willingness to participate in the preparatory negotiations of the Chip 4 Alliance, the country's major semiconductor companies are worried that if the government does not handle it properly, it will damage their economic interests in China.

Industry insiders predict that if South Korea joins the Quartet Alliance, it is unlikely that China will launch direct countermeasures in the semiconductor field.

At present, China and South Korea are very closely connected in the semiconductor industry. Last year, South Korea’s semiconductor exports reached US$128 billion, of which 60% were destined for mainland China and Hong Kong, China. Companies such as Samsung Electronics are also in Xi’an, Suzhou, Wuxi, There are semiconductor factories in Dalian, Chongqing and other places. In addition, South Korea's imports of Chinese-made semiconductor materials are also increasing. Some experts said that if China restricts the export of semiconductor materials to South Korea, it will have a direct impact on the industry.

In view of this situation, South Korean experts suggest that the government should propose an equipment supply exemption for South Korean-owned semiconductor factories in China in the four-party alliance negotiations, or focus on the future downturn of the semiconductor cycle and re-examine the importance of the Chinese market and US technology.