The story starts with Samsung Electronics and SK Hynix's semiconductor factories. It is rumored that the two companies can supply Chinese factories with equipment containing American technology without scruples, without the need to ask the American big brother to give the green light. Listening to it, I feel that the big brother of the United States is really open to China this time, after all, let Samsung Electronics and SK Hynix import equipment without restrictions, it is simply a big gift.
But then again, this news really stirred up a thousand waves with one stone. Samsung Electronics also specially responded to CBN, saying that through close coordination, the uncertainty of their semiconductor production line operation in China has been eliminated, and also said that it will continue to work closely with relevant governments to maintain a stable supply chain for the global semiconductor industry. It seems that Samsung Electronics really takes this matter seriously.
But there are five doubts in this, which make me uneasy. First, the big brother of the United States is suddenly so generous and no longer controls the equipment supply of Samsung Electronics and SK Hynix, what does this mean? Is the big brother of the United States kind or is there some other plan? Maybe there is some conspiracy behind this, which makes me sweat.
Second, why do Chinese factories enjoy this treatment? Is it because China's semiconductor industry is developing too fast, and the big brother of the United States is afraid of falling behind? I have to think about whether this is a technology export plan carried out by the big brother of the United States, with the help of the power of Samsung Electronics and SK Hynix, to transmit the value of American science and technology to China. Heck, the world is really unpredictable.
Third, there is a rumor circulating that the U.S. Department of Commerce has discussed an indefinite extension of the waiver with South Korean chipmakers. Doesn't this mean that Samsung Electronics and SK Hynix can always enjoy this special treatment, without being restricted by the big brother in the United States? If this is the case, then can't these two companies act recklessly and do whatever they want?
Fourth, will this special treatment cause dissatisfaction among other semiconductor manufacturers? After all, Samsung Electronics and SK Hynix control nearly 70% of the global DRAM market and 50% of the NAND flash memory market, which is a monopoly. If other companies can't see it, will it set off a big storm? Let's wait and see.
Fifth, the biggest question in my heart is, is this news true? Is someone deliberately creating rumors and fanning the flames? I'd better wait for confirmation from more authorities, after all, it's not my style to believe rumors.
Alas, the world is unpredictable, and the future is uncertain. As the ancients said: "When the world rises or falls, it is the responsibility of the husband." "This incident has attracted widespread attention, and I believe that everyone must have a lot of opinions. Welcome to leave a comment, let's discuss this confusing topic together!