Exclusive-Samsung, SK Hynix test Chinese chip tools as hedge against US risks - Euronext Markets: Real-time Stock Market Data | live

Samsung and SK Hynix are testing Chinese chip manufacturing equipment as a strategic hedge against US technology restrictions, reflecting the deepening impact of US-China trade tensions on global semi... Read original →

Samsung and SK Hynix testing Chinese chip manufacturing equipment signals a fundamental shift in global semiconductor supply chains, directly countering U.S. export controls on advanced technologies. This move impacts critical processes such as photolithography, etching, and thin-film deposition, forcing Korean manufacturers to reduce reliance on American tools. The strategic pivot reflects growing pressure on compliance costs and supply chain resilience, as companies navigate increasing geopolitical fragmentation. Competitors may follow suit by accelerating local R&D or partnering with Chinese vendors, reshaping the global equipment market. Over the next 12–24 months, Chinese equipment is expected to gain traction, particularly in mid-tier manufacturing, challenging existing technology dependencies and redefining global industry dynamics.