Sources: the Biden administration asked South Korea to urge Samsung and SK Hynix not to fill any market gap in China if Beijing bans Micron from selling chips
White House has tried to enlist Samsung Electronics and SK Hynix in its semiconductor battle with Beijing
Financial Times Demetri Sevastopulo
Related Coverage
- US urges South Korea not to fill China shortfalls if Beijing bans Micron chips Reuters
- US Urges S. Korea Not to Fill China Chip Shortfall Amid Probe:FT Bloomberg · Susanne Barton
- U.S. Asks Samsung and SK Hynix Not to Support China's Ban on Micron Technology by Filling Shortfalls TechPowerUp · Btarunr
- Samsung, SK under renewed pressure to join US chip battle against China The Korea Herald · Jo He-rim
Discussion
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@j_laurenceson
James Laurenceson
on x
Seems a bit rich. When Beijing hit Australian exports, Washington didn't request, let alone prevent, US firms from snapping up Australia's lost market share in China. In fact, US companies picked up more $$$ than those from any other country. https://www.abc.net.au/... https://tw…
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@martijnrasser
Martijn Rasser
on x
“One person familiar with the situation said the request to Seoul reflects the fact that the Biden team was “motivated to ensure that China is not going to be able to use Micron as a lever to influence or effect US policy”. https://www.ft.com/...
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@jimpethokoukis
James Pethokoukis
on x
“The US has asked Seoul to encourage Samsung Electronics and SK Hynix to hold back from boosting sales to China if Micron is banned from selling as a result of the investigation, according to people familiar with the situation.” https://www.ft.com/...
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@dnystedt
Dan Nystedt
on x
The US is urging South Korea's memory chip giants not to fill chip shortfalls for China if Beijing bans Micron chips, after Beijing launched a national security review into Micron, the FT reports. $MU #Samsung #semiconductor https://www.ft.com/...
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@financialtimes
@financialtimes
on x
The request puts South Korean president Yoon Suk Yeol in a difficult position ahead of his visit to Washington on Monday. https://www.ft.com/... https://twitter.com/...
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@rnaudbertrand
Arnaud Bertrand
on x
Wow! China might ban Micron chips, which would be the first time China takes such coercive measures against a major US company. The White House then directly told President Yoon that South Korea shouldn't fill Micron's lost market share if that happened. https://www.ft.com/...
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@dalperovitch
Dmitri Alperovitch
on x
US urges South Korea not to fill China shortfalls if Beijing bans Micron chips There are only 3 big memory chipmakers: Micron (US) and Samsung & SK Hynix (SKorea) It remains to be seen if China's YMTC can get beyond 5% market share with US export controls https://t.co/...
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@birdyword
Mike Bird
on x
This sort of news really drives home the reality that US commercial restrictions against China simply won't work without a very high level of cooperation from Asian countries/companies caught in the crossfire. https://www.ft.com/...
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@carlzha
Carl Zha
on x
US demands South Korea not to fill shortfall if China bans Micron. That's great news for Chinese chip makers, even more market share and profit. https://www.ft.com/...