EE.UU. revoca exenciones a empresas de tecnología en China

The US administration has revoked waivers for Intel, Samsung, and SK Hynix to use US technology in their Chinese operations. The companies have 120 days to comply before the waivers expire. Samsung and SK Hynix rely heavily on China for their chip production capacity. The move is seen as another blow to China's access to advanced semiconductor manufacturing knowledge.

The U.S. administration has taken a significant step in its ongoing effort to restrict China's access to advanced semiconductor manufacturing technology. The waivers that allowed Intel, Samsung, and SK Hynix to use U.S. technology in their Chinese operations have been revoked [1]. The companies now have 120 days to seek licenses to continue their operations in China.

Samsung and SK Hynix, two of the world's leading memory chip producers, rely heavily on China for a significant portion of their production capacity. The revocation of these waivers is expected to impact their ability to produce chips in China, potentially leading to disruptions in their supply chains and operations.

The move is part of a broader strategy to limit China's access to advanced chipmaking know-how. The U.S. Commerce Department, which oversees the export of semiconductor manufacturing equipment, has stated that the revocation of waivers will not take effect for 120 days, giving the affected companies time to adjust.

The impact on U.S. equipment makers is also expected to be significant. Companies such as KLA Corp, Lam Research, and Applied Materials, which supply semiconductor manufacturing equipment, are likely to see a reduction in sales to China. These companies did not immediately respond to requests for comment.

The revocation of waivers is seen as another blow to China's access to advanced semiconductor manufacturing knowledge. It is part of a larger geopolitical strategy aimed at restricting China's ability to develop its own semiconductor industry and reduce its dependence on foreign technology.

The White House did not immediately respond to a request for comment. The trade war between the U.S. and China, which has affected various sectors including semiconductors, continues to evolve with new developments.

References:
[1] https://www.reuters.com/sustainability/society-equity/us-makes-it-harder-sk-hynix-samsung-make-chips-china-2025-08-29/
[2] https://www.ainvest.com/news/revokes-waivers-intel-samsung-sk-hynix-affecting-china-chipmaking-access-2508/