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US Policy Shift Complicates South Korean Semiconductor Operations in China
3 Articles
3 Articles
The US government recently officially revoked the "Verified End User" designation for foreign semiconductor companies, including TSMC's Nanjing plant, marking a tightening of US semiconductor export controls on China. Financial experts have pointed out that this move has far-reaching implications, shifting from a "green channel" to a cumbersome "case-by-case approval" process. This could potentially threaten supply disruptions for Chinese manufa…
Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap
The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption that allowed the companies to ship equipment to their fabs in China without prior approval. The move tightens Washington's grip on the two South Korean chipmakers' operations in China, forcing future expansions and equipment upgrades through a burdensome case-by-case …
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