韩国表示其芯片制造商可以填补中国对美光的禁令后的空白|金融时报

  • 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.