Two companies outside the United States have every chance of continuing to operate in China without export licences – Samsung Electronics and SK hynix – reported to Reuters. The latter later confirmed that it would be able to operate in China without enhanced US control over the next 12 months.
As SK hynix explained, it was able to avoid the immediate impact of the new US sanctions as a result of negotiations with the US Department of Commerce, which is likely to require a South Korean memory manufacturer to obtain all the licences required to continue operations in China. In the case of the production of a micro-scheme, let's recall, the new US export requirements prohibit the supply to China of 18 nm chips or better.
SK hynix has a large microschemistry company in China's Usi. According to information sources, this is a temporary measure and will then develop a long-term principle that will allow a Korean company to produce microschemes of memory in China.
The way in which the SK henix firm in Dalian, which it received from Intel, will be organized is not specified. Note that Samsung Electronics did not comment on the situation, but it is well known that this South Korean company also produces a large portion of its memory chip in China. We also note that yesterday it was reported that the United States company KLA suspended the supply of its measuring equipment for this enterprise under new US export restrictions.