U.S. Targeted Semiconductor Tariffs Impact Samsung, SK Hynix - chosun.com

U.S. Commerce Secretary Howard Lutnick announced plans for a targeted semiconductor tariff policy, distinguishing duties based on whether production occurs domestically. Companies investing in U.S. ma... Read original →

The U.S. semiconductor tariff policy is reshaping global supply chains, with significant implications for Korean manufacturers. Technologically, this move accelerates localization of advanced nodes and HBM production, pushing foundry capacity toward U.S. shores. Compliance risks are mounting, as Samsung and SK Hynix face uncertainty over tariff exemptions for Korean-made chips despite major U.S. investments. In market dynamics, TSMC may leverage its U.S. presence to gain preferential treatment, while Micron could deepen regional partnerships. Looking ahead, sustained U.S. tariffs will likely accelerate industrial decoupling, intensifying geopolitical pressures on semiconductor suppliers in China Taiwan/ Taiwan, China and South Korea.