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US approves Samsung, SK Hynix chipmaking tool shipments to China for 2026, sources say

Daniel Nenni

Admin
Staff member
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Illustration shows Samsung Electronics logo and computer motherboard


SEOUL, Dec 30 (Reuters) - The U.S. government has granted an annual licence to Samsung Electronics and SK Hynix to bring in chip manufacturing equipment to their facilities ‌in China for 2026, two people familiar with the matter said on Tuesday.

The ‌approval is a temporary relief for the South Korean firms and follows a U.S. decision earlier this year to revoke licence waivers given to some tech companies.

One of the sources said that Washington ⁠introduced the annual approval ‌system for exports of chipmaking tools to China.

Samsung, SK Hynix and TSMC had benefited from exemptions to ‍Washington's sweeping restrictions on chip-related exports to China. But the privilege known as validated end user status will end on December 31, meaning shipments of American chipmaking tools to their factories in China after ‌that date will require U.S. export licences.

Samsung and SK Hynix declined to comment while TSMC did not immediately respond to requests for comment. The U.S. Department of Commerce was not immediately available for comment outside business hours.

Keen to limit China's access to advanced American ⁠technology, U.S. President Donald Trump's administration has been re-examining export controls that it thought were too relaxed under the Biden administration.

South Korea's Samsung Electronics, the world's top memory chipmaker, and ‍second-ranked SK Hynix ⁠count China as one of their key production bases especially for traditional memory chips, whose prices have been surging due ⁠to demand from AI data centers and tightened supplies.

 
Is this for US tool company shipments (LAM/AMAT)?

Or does the US department of commerce control Korean companies shipping Japanese and Dutch equipment to China somehow?
 
So when 25% of the IP is from Nethelands or Japan, then those countries get to decide where US companies can ship equipment, Correct?
Not to my knowledge. There is no specific IP percentage I've ever read about. And there's no all-inclusive list of products that need a US export license either. It is up to the exporter to do due diligence, and apparently even one patent (or even a filing still in process) that is considered sensitive can result in an export license denial. I was told years ago that which country the product is being exported to is the most critical determining factor in whether or not you get a license.

Other countries have their own export licensing requirements, and are in addition to US restrictions. A simple internet search reveals that, for example, the Netherlands has a rigorous export process too, if the product includes any Netherlands IP. What confuses me is whether the Netherlands can restrict an export from the US because the product includes Netherlands IP.
 
Not to my knowledge. There is no specific IP percentage I've ever read about. And there's no all-inclusive list of products that need a US export license either. It is up to the exporter to do due diligence, and apparently even one patent (or even a filing still in process) that is considered sensitive can result in an export license denial. I was told years ago that which country the product is being exported to is the most critical determining factor in whether or not you get a license.

Other countries have their own export licensing requirements, and are in addition to US restrictions. A simple internet search reveals that, for example, the Netherlands has a rigorous export process too, if the product includes any Netherlands IP. What confuses me is whether the Netherlands can restrict an export from the US because the product includes Netherlands IP.

It seems like you are not aware of US policy.

25%+ and you need US Govt approval
 
It seems like you are not aware of US policy.

25%+ and you need US Govt approval

My knowledge was, admittedly, from several years ago, but the link above has no mention at all of the 25% trigger level, and I followed several of the embedded links (but I was too lazy to follow them all). No mention of the 25% number either. So the question is, do you have evidence?
 
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