-
首尔已表示不会干预美国芯片制造商美光和中国之间的争端。
-
白宫曾要求韩国劝阻其芯片制造商三星和SK海力士提高对中国的销售。
-
韩国表示,它将听从这些公司自己的决定。
-
华盛顿对中国实施了出口管制,并对华为和其他顶级科技巨头进行了制裁。
-
作为回应,中国政府对美光公司实施了制裁,限制了其在中国的销售。
-
这为三星和SK海力士打开了一个可以填补的市场空白,有可能使它们成为地缘政治紧张局势加剧的受益者。
-
韩国的芯片制造商需要美国的豁免权得到延长,这样他们才能将新设备运到他们在中国的芯片制造厂。
-
分析师预测美光受到的打击有限,因为内存芯片很容易换成三星或SK海力士,而且供应链可以在几个季度内调整。
-
七国集团领导人已承诺解决北京使用经济胁迫的问题,并努力与广泛的合作伙伴建立一个机制,以阻止和应对北京使用经济制裁。
-
Seoul has signalled it will not intervene in the dispute between US chipmaker Micron and China.
-
The White House had asked South Korea to discourage its chipmakers Samsung and SK Hynix from boosting sales to China.
-
South Korea said it would defer to the companies in making their own decisions.
-
Washington has imposed export controls on China and has hit Huawei and other top tech titans with sanctions.
-
In response, Beijing imposed sanctions on Micron, limiting its sales in the country.
-
This has opened up a market gap for Samsung and SK Hynix to fill, potentially making them beneficiaries of the rising geopolitical tensions.
-
The South Korean chipmakers need waivers from the US to be extended so they can ship new equipment into their chip fabrication facilities in China.
-
Analysts predict a limited hit to Micron as memory chips are easy to swap out for Samsung or SK Hynix, and supply chains can adjust in a couple of quarters.
-
G7 leaders have pledged to tackle Beijing’s use of economic coercion and work on creating a mechanism with a broad set of partners to deter and respond to Beijing’s use of economic sanctions.