8 h. ago Is Samsung Electronics Attractively Priced After US Revokes China Chip Waivers?

Is Samsung Electronics Attractively Priced After US Revokes China Chip Waivers?  simplywall.st

Politics

5 d. ago US mulls annual China chip supply permits for Samsung, Hynix

The US is proposing annual approvals for exports of chipmaking supplies to Samsung Electronics and SK Hynix factories in China, a compromise aimed at preventing disruptions to the global electronics industry after Trump officials revoked Biden-era waivers that let the companies more easily get such shipments. Officials in the US Commerce Department last week presented to Korean counterparts a “site license” idea to supplant indefinite authorisations the chipmakers secured under the previous...

Politics

1 week ago US revokes TSMC’s ‘fast track’ China export status as controls tighten

The US has revoked Taiwan Semiconductor Manufacturing Company’s (TSMC) authorisation to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older generation facility. The change removes a fast track export privilege known as Validated End User (VEU) status, meaning future shipments of US-origin chipmaking tools to TSMC’s Nanjing site will require individual licences. The action mirrors steps the US took to revoke the same...

Politics

1 week ago As US adds more semiconductor hurdles, Chinese firms could seize an opportunity

China’s drive for economic self-reliance is raising the spirits and prospects of its semiconductor industry, as insiders expect more home-grown technologies after Washington revoked waivers for some foreign-owned chipmakers’ factories in China to use US technologies in their operations. The Chinese branches of South Korean chipmakers Samsung and SK Hynix, as well as Intel Semiconductor (Dalian), will lose their fast-track status for compliance as “validated end-users”, meaning they will need to...

Politics

1 week ago South Korea’s Samsung, SK Hynix stocks sag after US revokes China chip permits

Shares of Samsung Electronics and SK Hynix slid on Monday after the Trump administration decided to make it harder for the world’s largest memory chipmakers to ship critical equipment to their giant Chinese operations. The surprise ruling deals a potential blow to their production in the world’s largest semiconductor market. While both South Korean companies have memory plants in their home market, China accounts for a major slice of their global output. Samsung sank more than 2 per cent, while...

Politics

1 week ago SK Hynix, Samsung shares tumble after US revokes China licenses

SK Hynix, Samsung shares tumble after US revokes China licenses  Nikkei Asia

Politics

2 w. ago Samsung, SK Hynix lose US waiver on chip equipment for China use

Samsung, SK Hynix lose US waiver on chip equipment for China use  KED Global

Politics

2 w. ago Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China

Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China-based fabs  Tom's Hardware

Events

2 w. ago US makes it harder for Samsung, Intel to produce chips in China

The United States is making it more difficult for chipmakers Samsung and SK Hynix to produce chips in China by revoking authorisations that allowed the companies to receive American semiconductor manufacturing equipment there, according to the Federal Register. The US Commerce Department had given the companies exemptions to sweeping restrictions created in 2022 on the sale of US semiconductor equipment to China. The companies will now need to obtain licences to buy the equipment for China. The...

Politics

3 w. ago Nvidia halts H20 AI chip production amid China concerns: report

Nvidia has told some component suppliers to suspend production of its H20 AI chip, designed specifically for the Chinese market, the Information reported on Thursday, citing two people with direct knowledge of the communications. According to the report, Nvidia instructed Arizona-based Amkor Technology to stop production of the H20 chips this week and also notified South Korea’s Samsung Electronics. Amkor handles advanced packaging for the chip, while Samsung supplies high-bandwidth memory chips...

Politics