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Samsung to benefit from next US semiconductors curbs on China
South Korea’s Samsung and SK hynix are likely to benefit from the US government’s plan to tighten regulations on Chinese legacy chips. It’s expected that the curbs will ban American defense companies from importing semiconductors from China.
Most market observers expect the US curbs to have negative impacts on the exports of Chinese firms only. Samsung and SK are expected to start profiting from their NAND businesses during the second half of next year, thanks to the price hike caused by decreased supply of Chinese chips.
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It’s reported that the US Department of Commerce will launch a survey in January to identify how American companies engaged in critical industries, such as telecommunications, automobiles, aerospace, and defense, are sourcing chips of 28 nanometers or larger from China.
The department said the survey aims to “reduce national security risks posed by” China. The upcoming measure is likely a preemptive attempt to prevent Chinese firms’ low-priced products from dominating the US semiconductor market.