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US Chip Ban Could Hurt Korean Chip Fabs in China – CNA

New US restrictions on computer chips and chipmaking equipment to China could hurt Chinese foundries set up by South Korean chipmakers, a report says


A worker inspects chips at the semiconductor packaging firm Unisem (M) Berhad plant in Ipoh
Analysts say Chinese companies had been "extraordinarily adept" at getting round the West's export controls via third parties, groups offshore or shell companies, which can be hard to track because they often change their names. Photo: Reuters.

 

The US government’s new restrictions on computer chips and chipmaking equipment to China could hurt Chinese foundries set up by South Korean chipmakers and sales of Taiwan’s chip giant TSMC, a report by China News Agency (CNA), which quoted remarks by information advisory service Trendforce, saying the new measures could hurt Chinese and South Korean supplies because they extend curbs from standard semiconductors to memory chips.

HP Chang, the chief operating officer at TrendForce’s Centre for Research Operations, said companies that could be most affected were Yangtze Memory Technology Corp (YMTC) and ChangXin Memory Technologies, plus Korean chipmakers SK Kynix and Samsung, the report said, plus TSMC’s sales of advanced 7nm and 5nm chips from its Taiwan fabs to Chinese clients could also be curtailed, although Taiwan’s economics minister said the ban would only have a limited impact on Taiwanese suppliers.

Read the full report: Focus Taiwan, CNA English News.

 

ALSO SEE:

China’s Chip Industry Faces Deep Pain From US Curbs – FT

China Warns US Chip Tech Export Curbs Will ‘Backfire’

 

 

Jim Pollard

Jim Pollard is an Australian journalist based in Thailand since 1999. He worked for News Ltd papers in Sydney, Perth, London and Melbourne before travelling through SE Asia in the late 90s. He was a senior editor at The Nation for 17+ years.

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