The truce is over. The US does not want integrated circuit manufacturing equipment that resort to US technologies and innovations They arrive in China. Not even chips factories that They do not belong to Chinese companies. In 2022 the US Department of Commerce granted a temporary exemption to several manufacturers of foreign semicondators who have plants in China so that they could equip their facilities with the machines they needed. But this permissive period has expired.
From now on any chips manufacturer who has plants in China will have to request a license from the US Commerce Department to be able to install in its factories machines with US components or technologies. Intel has sold Your Dalian plant (China), so this measure no longer affects it. However, there are two South Korean companies of enormous relevance in the semiconductor industry whose business can be deeply conditioned by the restrictions imposed by the US: Samsung and SK Hynix.
The Department of Commerce is not reassuring
These two South Korean companies need to send new manufacturing machines of integrated circuits to their China plants to protect their competitiveness, and without the approval of the US administration they cannot do so. Lithography equipment that manufactures asml They incorporate American technologies (The ultraviolet light source of UVE and UVP machines is produced by the company of Californian origin Cymer, which is now integrated into ASML). And presumably the lithographic equipment of Tokyo Electron, Nikon and Canon also, which gives the US the power to control which countries can use this technology.
The Commerce Department has noticed that it will not grant licenses that pursue expand the production capacity in China or update the existing technology
The Department of Commerce has anticipated which will deliver the necessary licenses so that foreign chip manufacturers can continue to operate their China plants. The restrictions will begin in 120 days, so these companies They still have some margin to react. However, in its statement the Department of Commerce He has also warned that will not grant licenses that pursue expand production capacity in China or update existing technology.
For Samsung and SK Hynix this limitation represents a serious problem. Samsung produces Nand Flash chips in Xian, and SK Hynix manufactures DRAM integrated circuits in Wuxi and Nand Flash in Dalian. Equipating these plants with avant -garde equipment can make a difference in your business.
What the US Government pursues with this measure is to minimize the risk that the vanguard wafer lithography and wafering equipment that manufactures ASML, Apply Materials or Tokyo Electron Caigan in the hands of China. In addition, these restrictions make it difficult for the avant -garde chips to produce Samsung and SK Hynix They arrive at China’s distribution chain. A spokesman for the Ministry of Commerce of China has declared that “Beijing opposes this US measure and will take the necessary measures to safeguard the legitimate rights and interests of companies.” On the other hand, the South Korean government is negotiating with its American counterpart to protect the business of its companies in China.
Image | ASML
More information | Reuters | Nikkei Asia
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