China's Micron ban may boost Samsung's and SK Hynix's sales, an uncomfortable position for South Korea given the companies' exposure to Chinese and US pressure
Samsung, SK Hynix would be best positioned to fill Micron's void, though geopolitical pressure from both Beijing and Washington make for a tough choice
Wall Street Journal
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Discussion
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@silvermanjacob
Jacob Silverman
on x
Doesn't really seem like this haphazard trade war helps anyone. It's a globalized industry. https://twitter.com/...
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@davidpgoldman
David P. Goldman
on x
Best performers on CSI 300 Index in past week are semiconductor stocks. Micron is down 6% overnight after Chinese ban; Koreans (Samsung and Hynix) up slightly. Is this a bluff, or can China do without US memory chips? [image]
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@pstasiatech
Paul Triolo
on x
China's Micron ban creates chip dilemma for Samsung, SK Hynix Move could leave supply gaps but U.S. has urged South Korea not to fill them https://asia.nikkei.com/...
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@birdyword
Mike Bird
on x
Interesting to see what happens now, particularly the activity of the big Korean chipmakers in China - since they've reportedly been asked by the US not to actively fill the gaps left by US companies facing new restrictions https://www.ft.com/...