Recently, about the South Korean chip giant**Chinese chipsRumors of the plant have attracted a lot of attention. As one of the world's largest chip consumer markets, China has attracted enterprises from many countries to come and develop. However, due to the existence of the chip rules in the United States, those who want to operate chip factories in ChinaKorean companiesPermission from the United States is also required. While the South Korean giant has been granted an indefinite license, that doesn't mean the future will be smooth sailing. Therefore, the US media reported the South Korean giant**Chinese chipsMessage from the factory. In response, South Korean officials also responded.
China is an important market for South Korea's chip exports, South KoreaSamsung Electronicsand SKHynixThe two giants have launched extensive layouts in China. Samsung ElectronicsBy inXi'an ConstructionMemory chipsfactory to expand production capacity. The plant, which has been under construction since 2014, is designed to meet the needs of the Chinese marketMemory chipsneeds. skHynixIt also has a factory in Dalian, which mainly producesMemory chips。In 2020, SKHynixAcquired the factory from Intel for $9 billion** to expand production capacity in the Chinese market and further strengthen its competitiveness in the global cutting-edge chip field.
Last October, the United States granted an indefinite waiver to South Korean factories in China, which do not require additional permits to buy American equipment. However, an indefinite waiver does not mean that there are no worries. Some U.S. media reported that due to the impact of restrictions, South Korean companies' factories in China are facing an uncertain future. So, there are rumors about SKHynixProbably ** Dalian chip factory. If that's really the case, this is for SKHynixwill have a certain impact. First of all, they will lose inChinese chipscompetitiveness in the market, as they will miss an opportunity to build capacity and expand market share in China. Secondly, the Dalian chip factory may affect SKHynixprofitability and business scale. Chip manufacturing is oneCapital-intensiveIn technology-intensive industries, building and operating chip factories requires huge investments. If SKHynix**Dalian chip factory, will lose related production capacity and income**.
In the face of rumors in the market about the Chinese factory of Korean enterprises, SKHynixThe official responded and said that the Dalian wafer factory was not considered at all, and would continue to develop its business in the Chinese market. It can be seen,Korean companiesRegard the Chinese market as a top priority, and if there are no chip restrictions in the United States, they will also increase their development efforts in China, such as the introduction of high-end chip manufacturing equipment such as EUV lithography machines. In addition, SKHynixHaving spent a huge amount of money buying the Dalian factory from Intel, it's hard to imagine that they'd give up so easily before they even start reaping the rewards. Therefore, it can be inferred that most of the rumors in the US media are intended to disrupt the market order and smear Korean companies. From SKHynixIn response, Korean companies will continue to promote their layout in the Chinese market. AbsolutelySamsung ElectronicsA similar strategy will be adopted, taking advantage of the protection of the indefinite waiver to significantly increase production capacity and continue to cultivate the Chinese market.
Overall, the development of South Korean chip giants in the Chinese market is limited by the chip rules of the United States. Despite being granted an indefinite license, there are still many uncertainties. Rumors in the market about their ** Chinese factory have also caused a lot of speculation and concern. However, judging by the official response of South Korea, they will insist on continuing to develop their business in the Chinese market. This shows that Korean companies attach importance to the Chinese market and that they are not giving up the opportunity to expand their production capacity and market share in China. In the context of increasingly fierce competition in the global chip industry, the Chinese market is undoubtedly a huge opportunity and challenge. For South Korean chip giants, how to continue to develop and maintain competitiveness under the restrictions of rules will be an important issue. Anyway,Korean companiesThe strategic layout in the Chinese market will continue to develop, for:Chinese chipsThe prosperity of the market contributes.