The United States may allow Korean companies to introduce chip manufacturing equipment

(Seoul Composite Electric) sources said that the United States is expected to extend the exemption of Korean chip manufacturers indefinitely to allow them to introduce American equipment in Chinese factories.

The Yonhap News Agency on Wednesday (September 27) quoted sources that the US Department of Commerce has discussed with Samsung Electronics and SK Haili in South Korea.Announce.

Samsung and SK Hynix obtained a one -year width limit last year

In October last year, the US Department of Commerce issued a series of export control measures to limit China to acquire or produce high -end chips.Samsung and SK Hynix obtained a one -year width time at that time, and could continue to provide American factories with American chip equipment without applying for additional permission.

Sources revealed that the US Department of Commerce will update the list of "Validated End User" to allow Samsung and SK Hemori to continue to obtain specific US chip manufacturing equipment.This list states which entities can obtain which technical products exported to the United States.Samsung and SK Hynix refused to comment on the news.

TrendForce data from market research institutions shows that as of the end of June, nearly 70%of Samsung and SK Hynix accounted for a total of global dynamic random storage memory (DRAM) chip markets, as well as Flash Memory (NAND (NANDFlash) 50%of the market.

China is a big customer of Korean chips

The trade and science and technology disputes between China and the United States have aroused concerns about the long -term American allies in South Korea.South Korea's economy is highly dependent on the semiconductor field. Samsung and SK Hynix have invested heavily in China. China is also a big customer of Korean chips.After the US implementation of chip export restrictions on China, Seoul has been trying to reduce the impact of the Korean semiconductor industry.

South Korea Economic Daily reported that the NAND Flash production of Samsung Xi'an plant accounted for 40%of the company's global output, and the DRAM chip output of the SK Hynix Wuxi plant accounted for about 48%of the company's global output.It is reported that Samsung produces 128 -layer NAND chips in China, and is manufactured in South Korea and other overseas factories in South Korea and other overseas factories.SK Hynix produces a lower -end 1Y and 1Z NM technology DRAM chip in China.

In the past 10 years, more than half of South Korean export chips have been sold to China.In 2019, SK Hylos' revenue from China accounted for nearly 47%of total revenue. This number fell to 27%last year, but China is still an important market.Cui Taiyuan, chairman of SK Group, said at a press conference in July: "Give up in China's big market? We will not be able to recover."

Grefs, deputy minister of the United States, promised to ensure that the United States will work hard to ensure that Korean chip manufacturers can continue to carry out business in China and other places.