Is the SSD price war bound to start further? It is said that Samsung and SK Hynix are exempted from export controls indefinitely. According to US media reports, the United States may announce as early as this week that Korean chip manufacturers will be exempted indefinitely from US semiconductor-related export control measures, which will allow Samsung Electronics and SK Hynix to ship chip manufacturing equipment to China.
It is reported that the indefinite exemption will be obtained by updating the ValidatedEnd-User (VEU) list. As long as it is included in this list, it does not need to obtain a separate license, which means that the applicability of U.S. export controls is effectively permanently suspended.
Regarding this situation, relevant industry insiders said that this move will inevitably allow Samsung and SK Hynix to increase production capacity, and in order to regain the market, the two parties may further start a price war in the Chinese market.
If this is the case, I wonder if domestic storage manufacturers will be afraid? Who will you support?
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