SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead - Tom's Hardware

The Semiconductor Industry Association (SEMI), which includes major memory chip manufacturers such as SK Hynix, Samsung, and Micron, has urged the Trump administration to avoid government intervention... Read original →

Direct U.S. government intervention in memory markets would disrupt the tightly coupled advancement of HBM3E and 3nm logic nodes essential for AI data centers—precisely why Samsung, SK hynix, and Micron oppose it. Mandating new entrants ignores the multi-year lead time for EUV-enabled DRAM fabs and risks WTO-compliant trade disputes. Tax credits on end devices offer a cleaner demand-side buffer than distorting supply with politically motivated capacity mandates. Chinese firms like CXMT and YMTC lack advanced packaging and EUV access, leaving the high-bandwidth memory gap unclosable before 2027. Over the next 18 months, HBM price premiums will widen, forcing Intel and Micron deeper into TSMC’s CoWoS ecosystem. This isn’t about shortages—it’s about who controls the allocation of scarce compute resources: markets or ministries.