Lu Yi: The dilemma of the Korean semiconductor directly made Yin Xiyue ＂kneel down＂

Source: Hong Kong 01

Author: Lu Yi

Liu Jinsong, director of the Asian Department of China Foreign Ministry of Foreign Affairs, met with Jiang Xiangxu, the Minister of the South Korean Embassy in China on the evening of April 27. He put forward serious negotiations on the wrong statement of the United States and South Korea, expressed strong dissatisfaction, and emphasized that China ’s solemnity in Taiwan and other issues on issues such as Taiwan and other issuesThe position is urged to adhere to the principle of China.Note that you will meet late at night, negotiate seriously, and express strong dissatisfaction.

On April 20, a week ago, Sun Weidong, deputy minister of China Foreign Ministry, proposed a serious statement on Zheng Zaihao, a South Korean ambassador to China.The reason is also the improper remarks of South Korean President Yin Xiyue on Taiwan.

This time, Yin Xiyue's "70th Anniversary of the Korean and American Alliance 70th Anniversary Korea and the United States Summit joint statement" mentioned that "the peace and stability of the Taiwan Strait is a necessary condition for maintaining regional security and prosperity".The President Moon Jae -in of the South Korean and American Summit and Yin Xiyue's joint statement issued after the May of the May of the May last year was exactly the same.However, in this joint statement, the newly added "Korean and American parties to strongly oppose illegal maritime claims, to fill the islands and reef militaryization and coercion activities, etc., and change the current situation of the status quo of the Indo -Pacific region.It can be seen that the interpretation refers to the Taiwan Strait.

Before Yin Xiyue's visit to the United States, he stated in an interview with Reuters: "South Korea will be the same as the international community and resolutely oppose relying on strength to change the status quo.Like the North Korean issue, it is a global problem. "

Of course, Beijing is very angry. Before the Chinese Ministry of Foreign Affairs met with strong dissatisfaction late at night, Mao Ning, a spokesman for the Ministry of Foreign Affairs: "China noticed that the United States and South Korea jointly stated that the content of Taiwan -related content and South Korean leaders expressed their statements in interviews.I want to emphasize that the Taiwan issue is purely China's internal affairs and is the core of the core interests of China. To solve the problem of Taiwan is the Chinese, and it is not allowed to interfere with any external forces.China, Taiwan is part of China, China's national sovereignty and territorial integrity have never been divided. In an attempt to create the "Taiwan independence" split forces of the two China, one of China, one of the two China, one of the two China.The external interference forces are the culprits that destroy the current situation of the Taiwan Strait. "

Sun Weidong said, "Yin Xiyue's remarks are completely unacceptable, and China has expressed serious concerns and strong dissatisfaction. The Korean Peninsula issue is completely different from the nature of Taiwan's problems and latitude and weft, and it is not comparable. This is a well -known fact.Effectively abide by the spirit of the China -Korea Jianjian Communist Party, adhere to a Chinese principle, and be cautious on the issue of Taiwan. "

I have to say that South Korea has been "abnormal" recently.Earlier, Yin Xiyue hinted that he wanted to transport weapons to Ukraine, and relations between South Korea and Russia have now fallen to a trough.Former Russian President Medvedev even said ruthlessly: "If Russia's latest weapons appear in North Korea, what will the Korean people say?"

In addition, Yin Xiyue was interviewed before going to the United States, claiming that he "could not accept what happened 100 years ago, and Japan was asked to kneel (request forgiveness)", so that Korean public opinion was uproar.This sentence is not like the President of South Korea at all, but it seems to be the words of the Japanese Prime Minister.

Last year, Perosi, Speaker of the House of Representatives in the United States, visited Taiwan and caused an uproar, and then transferred to South Korea. However, Yin Xiyue had not met for a vacation, showing that South Korea was unwilling to involve a dispute between China and the United States.Why did Yin Xiyue change?Why is it suddenly flattering in the United States and Japan and vote for the name to the United States and Japan?

"Economic foundation determines the upper building".The Ministry of Finance of South Korea reported that the recent price of South Korea has remained at a high point, the speed of domestic demand has slowed down, and negative factors such as poor export conditions and lack of corporate confidence continued, leading to slowing down the overall economic growth.The Yonhap News Agency reported that the South Korean government has been warning for economic growth for eight consecutive months since June last year. In January this year, the possibility of slowing down has increased.From the perspective of various economic data, South Korea's economic prospects are not very optimistic.

South Korea is a typical export -oriented export -oriented economy.The most fatal changes occur in the field of trade.Since last year, South Korea has fallen into a strange deficit trap.You must know that in the past South Korea, in international trade, it is also a big country.But last year, South Korea had a deficit of up to $ 47.2 billion. Since the financial crisis in 2008, this is the first time in these decade.

Some people attribute this to the impact of the epidemic, and some say that it is the impact of the US interest rate hike. There are many sayings, but most of them tend to be a temporary situation.However, in 2023, the situation seemed to be worse. In the first quarter of this year, South Korea's cargo trade deficit was US $ 22.4 billion, an increase of 397.6%year -on -year.Obviously, the international trade situation in South Korea is still deteriorating rapidly, which is probably not a temporary phenomenon.

In the first three months of this year, South Korea's exports to China have dropped sharply by more than 30%, but imports still increased slightly, and the deficit of $ 7.88 billion in the end.China has been the largest source of the surplus in South Korea in the past. Now the situation is reversed, it is already South Korea's largest deficit country.The reason for this situation is that on the one hand, the price of semiconductor prices since last year has led to a significant reduction in South Korea's main export items.On the other hand, it is the demand for the import of semiconductors in China, and it is rapidly decreasing. In fact, domestic replacement is increasing rapidly, which is the most direct impact on South Korea.The latter reason should be even more fatal, because if it is the previous reason, it may be temporary, and the subsequent reasons may cause this import reduction will be permanent.

South Korea has been closer to China for economic considerations before, and now the economic foundation is changing rapidly, which may have a great impact on South Korea's mentality.The originator of such a change is the United States, and South Korea then hopes to restore his "big brother".

But the United States is actually very rude to the new president of South Korea.

In fact, Yin Xiyue should also understand that South Korea is facing the "squeezing" of the United States all the time.The United States has always pushed Samsung and TSMC to build factories in the United States. To this end, the South Korean government has released Prince Samsung Li Zaiyu from prison.Capacity.But what is Samsung now?

Samsung and TSMC can be said to be sympathetic to the same disease. At first, the United States drew a big cake, saying that it would subsidize all chip factories to $ 50 billion in US dollars, and then wait for them to start production in the United States.The scientific bill was issued, and the subsidy conditions were booked.This is more than just a final judgment of the US corporate prosecution against Samsung's infringement, a fine of US $ 303 million, and it was a severe knock on Samsung. The judgment was the day before Yin Xiyue visited the United States.

According to the British media quoting people familiar with the matter, the White House has asked the South Korean government to urge Samsung and SK Hynix to not take the opportunity to fill any market gap left by Micron when the US company Micron is banned.This can also be regarded as the "meeting ceremony" given by Yin Xiyue to the United States before.In addition to the US subsidy clauses, there is no exterior to expanding the scale of production capacity in China, and it has now developed, and even the market gaps left by American companies cannot be filled.

Industry competition and military colonial exploitation have made South Korea breathless. It seems that Yin Xiyue has no choice, and can only be suffered from this somber.

Jin Chu struggle, must first cut Zheng.It was sandwiched in the middle of the power of the big country. It was originally the sorrow of the small country.Death also.Isn't this a portrayal of South Korea today?