The United States decided to ban Chinese semiconductor companies such as Yangtze Memory Technology (MTC) on July 7 (local time). It is intended to block China’s semiconductor. Samsung Electronics and SK Unix, which have factories in China, are expected to receive semiconductor equipment through separate review.
On July 7, Reuters announced that the US Department of Commerce has added 31 Chinese companies, including MTC, to be eligible for export control. In the future, US exporters must receive a separate confirmation investigation and approved before exporting to 31 Chinese companies.
In the semiconductor sector, Chinese companies that want to produce DRAM below 18 nm, NAND flash of 128 or more, and less than 14 NATO (non-memory chips) are subject to permission, preventing the semiconductor equipment and software of the technology. Do. However, the permit criteria are very demanding, and it is actually reported to be close to export.
The United States has top five global semiconductor equipment, including Applied Materials (MAT), Lam Research and LA.
Founded in 2016, MTC has been evaluated as an emerging power of NAND memory manufacturing, and threats to national security and US acupuncture companies are increasing. This measure is expected to damage not only YMCA but also Chang sin Memory Technology (CXMT). MTC produces 128-level NAND flash semiconductors and CXMT produces 19 nm DRAM semiconductors. The United States plans to block these companies to the advanced process.
Samsung Electronics and SK Unix have been concerned about the new measures, but they are expected to avoid direct blow immediately.
On the 6th, Reuters said, We have not damaged foreign companies other than Chinese companies. However, there is a lot of concern in that the rigorous screening standards are applied. This is because the possibility of the expansion of advanced processes is also raised.
Samsung Electronics has a NAND flash plant in Xi’an in China and a Fujian (test, packaging) factory in Suzhou. SK Unix has an Sushi DRAM plant and foundry (8-inch) plant, and Dalian has a NAND flash plant acquired by Intel.
According to the consulting firm YOOLINTETES, Samsung Electronics produces 38%of NAND in China. SK Unix produces 25%of NAND production and half of DRAM in China.
Yew Banshee, vice-chairman of the semiconductor engineering society and professor of electronic engineering at Henrik University, said, The US exporting of China is to block the supply chain to prevent technology transfer and parts supply and reduce the production capacity of finished products. He said, This is likely to lose its competitiveness as the level of factory technology in China, as well as China, is likely to lose its competitiveness.