According to South Korean media reports, South Korea has confirmed that the US government has made a final decision that Samsung Electronics and SK Hynix can supply US semiconductor equipment to Chinese factories without separate approval.Currently, the agreement has taken effect immediately. 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.
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