As the U.S. government announced a plan to control exports of semiconductors to China ahead of a regime change, it included high-bandwidth memory and HBM, which are essential for artificial intelligence development.
Samsung and SK are actually high-tech semiconductors that divide the global market, so we are concerned about damage to our company.
This is Washington correspondent Kwon Jun-ki.
[Reporter]
High-bandwidth memory and HBM were included in the export controls in China's semiconductor regulations, which will be the third and last under the Biden administration.
This is a measure to prevent the development of artificial intelligence semiconductors that China is focusing on recently.It is a high-performance memory stacked vertically with
DRAM, and HBM, which is essential for AI development, is dominated by Samsung Electronics, SK Hynix, and US company Micron.
The Ministry of Commerce has decided to apply regulations if U.S. equipment and technology are used even for semiconductors produced outside the U.S., so HBMs made by Samsung Electronics and SK Hynix will also be included in the export control.
Although all of SK Hynix's HBMs are exported to the U.S., there is no significant impact,
Samsung Electronics is known to have 30% of its HBM sales coming from China, so the damage is expected to be inevitable.
The Biden administration expects hard-line policies toward China, including semiconductor export controls, to be maintained in the second Trump administration.
[Jake Sullivan / National Security Adviser: Protecting our high-tech is not a political issue, so I think we will continue to advocate in the next administration as well]
Japan and the Netherlands were excluded from the export control plan.
The reason is that it is implementing an export control policy similar to that of the United States.
The Chinese government strongly opposed the Biden administration's final semiconductor regulation.
Putting 136 Chinese companies on the export control list and interfering with trade between China and third countries is an economic coercion and a non-market method.
It also warned that it would seriously threaten the stability of the global supply chain and would take necessary measures.
This is YTN Kwon Jun-ki from Washington.
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