SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply

The Semiconductor Equipment and Materials International (SEMI) industry group, comprising major memory chip manufacturers such as Micron, Samsung, and SK Hynix, has urged the Trump administration to a... Read original →

Forced U.S. intervention in the memory market would disrupt the DRAM-to-HBM technology transition. With EUV capacity already stretched thin and new fabs requiring 24+ months to ramp, AI data centers—demanding over 40% annual HBM growth—are facing a real supply cliff. Samsung and SK hynix are leveraging geopolitical pressure to shift capex burdens onto U.S. soil, while Micron pushes for subsidies under the guise of national security. All three quietly block entrants like CXMT from gaining U.S. foothold. Price-distorting policies risk severe inventory mismatches in automotive and PC segments, amplifying cyclicality. Over the next 18 months, expect structural imbalance: acute shortages in high-end memory amid oversupply in legacy DDR4. Tax credits for end-consumers merely mask the inefficiency of onshoring—true bottlenecks lie in localized advanced packaging and materials, not wafer starts.