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中国宣布美光公司未能通过安全审查，这让三星电子和SK海力士这两家世界上最大的内存芯片制造商面临两难境地，是扩大其在中国的市场份额并冒着激怒华盛顿的风险，还是不这样做并可能激怒中国政府。上个月，美国要求首尔敦促其芯片制造商不要填补中国对美光的潜在禁令所留下的任何市场空白。
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一些分析师认为美光的逆境对三星和SK海力士来说是一个明显的商业机会，Eugene Investment & Securities的高级分析师Lee Seung-woo说，他们可以接管美光在中国损失的数量。Sanford C. Bernstein公司的分析师Mark Li估计，美光将因该禁令而损失较低的个位数百分比的收入，中国可能会与韩国公司接触，以供应内存芯片。
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中国外交部表示反对任何阻止韩国芯片制造商向中国销售的企图，并重申其反对出口管制。Counterpoint Research的半导体分析师Brady Wang估计，由于市场供应过剩，美光在中国的产品禁令对全球内存芯片行业的影响有限。三星和SK海力士已经从美国政府获得了出口豁免权，可以继续向他们的中国工厂提供生产设备。
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China’s announcement that Micron has failed a security review has left Samsung Electronics and SK Hynix, two of the biggest makers of memory chips in the world, facing a dilemma of whether to expand their market share in China and risk irking Washington or refrain from doing so and potentially anger Beijing. Last month, the U.S. asked Seoul to urge its chipmakers not to fill any market gaps left by a potential Chinese ban on Micron.
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Some analysts see Micron’s headwinds as a clear business opportunity for Samsung and SK Hynix, with Lee Seung-woo, a senior analyst at Eugene Investment & Securities, saying that they can take over as much volume as Micron loses in China. Mark Li, an analyst with Sanford C. Bernstein, estimates that Micron would lose low single-digit percentage of revenue due to the ban, with China likely to approach the South Korean companies to supply memory chips.
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China’s Foreign Ministry expressed its opposition to any attempts to keep South Korean chipmakers from selling to China and reiterated its opposition to export controls. Brady Wang, a semiconductor analyst with Counterpoint Research, estimates that the ban on Micron’s products in China will have a limited impact on the global memory chip industry due to the oversupply of the market. Samsung and SK Hynix have secured an export waiver from the U.S. government to continue supplying their Chinese facilities with production equipment.