美国又下黑手：撤销三星、SK海力士在华工厂豁免

Group 1 - The U.S. Department of Commerce announced the revocation of exemptions for South Korean chip manufacturers Samsung and SK Hynix, making it more difficult for them to produce chips in China. The restrictions will take effect in 120 days [1][3] - The U.S. plans to issue licenses for companies to continue operating existing facilities in China but will not grant permits for capacity expansion or technology upgrades, aiming to close export control loopholes that disadvantage U.S. manufacturers [1][3] - A significant portion of Samsung and SK Hynix's memory chip production capacity relies on China, with overseas factories accounting for 10% of global computer memory output and 15% of storage chip production [3] Group 2 - SK Hynix stated it would maintain close communication with the South Korean and U.S. governments to mitigate business impacts, while the South Korean government is working to reduce the effects on its companies [3][4] - The new measures may allow Chinese domestic companies to fill the gap left by South Korean manufacturers, potentially increasing the market space for local chip producers [3][4] - The Chinese Ministry of Commerce emphasized the need for the U.S. to abandon zero-sum thinking and to create a favorable environment for mutual cooperation between U.S. and Chinese enterprises [4]