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Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China-based fabs
They face a 120 day deadline
For Samsung and SK Hynix in particular, the impact could be severe as they run major 3D NAND production facilities in China and need to ensure that their Chinese fabs operate on advanced nodes. A significant share of their DRAM and NAND output comes from Chinese facilities, so without continued U.S. authorization, these production lines may face disruption, which will add pressure to global memory supply and potentially accelerate a shift of high-tech manufacturing away from China. However, without these waivers or licenses, Chinese fabs that belong to Samsung and SK hynix will begin to trail their production facilities in South Korea, which means that they will lose their business appeal to these companies in several years.
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