Group 1 - South Korea's major semiconductor companies, Samsung Electronics and SK Hynix, will not be affected by the proposed 100% tariffs on chips by the U.S. government due to a recent trade agreement between Washington and Seoul [1][3] - U.S. President Donald Trump announced that companies manufacturing chips in the U.S. or those with plans to build factories in the U.S. will be exempt from the tariffs [1][3] - Following Trump's announcement, Apple and TSMC saw significant stock price increases, with Apple planning to invest an additional $100 billion in U.S. manufacturing [1][2] Group 2 - TSMC has established a large chip factory in Phoenix, Arizona, expected to start mass production of 4/5nm chips in the second half of the year, serving major clients like Apple and NVIDIA [2] - TSMC's second factory in Phoenix is set to begin large-scale production of 3nm and 2nm chips by 2027-2028 [2] Group 3 - SK Hynix has surpassed Samsung Electronics in quarterly revenue for the first time, becoming the largest memory chip manufacturer globally, driven by strong demand for HBM chips from major clients like NVIDIA [4] - SK Hynix holds a 62% market share in the HBM segment, while Samsung's share is only 17%, indicating a significant competitive shift in the memory chip market [4]
继台积电之后 三星与SK海力士也靠美国芯片厂躲过特朗普100%芯片关税
智通财经网·2025-08-07 03:34