三星、SK海力士，被撤销豁免

Core Viewpoint - The article discusses the increased sanctions by the U.S. government against South Korean chip manufacturers Samsung and SK Hynix, particularly focusing on the revocation of their authorization to receive U.S. semiconductor manufacturing equipment in China, which will impact their ability to produce chips in China [2][4]. Group 1: U.S. Government Actions - The U.S. government has revoked the authorization that allowed Samsung and SK Hynix to receive semiconductor manufacturing equipment in China, requiring them to obtain licenses for such purchases [2]. - The revocation will take effect in 120 days, and the U.S. Commerce Department plans to grant licenses for existing operations but not for capacity expansion or technology upgrades [2][5]. - Intel, despite having sold its subsidiary in Dalian, China, is also affected by the loss of authorization [2]. Group 2: Impact on Companies - SK Hynix has stated it will maintain close communication with the U.S. and South Korean governments to minimize business impacts [2]. - The changes may reduce sales for U.S. equipment manufacturers like KLA Corp, Lam Research, and Applied Materials, although these companies have not yet commented [3]. - The revocation of the "validated end-user" status for Samsung and SK Hynix will complicate the process for U.S. suppliers to ship equipment to them [5]. Group 3: Broader Industry Implications - The actions taken by the U.S. may benefit local Chinese equipment manufacturers and Micron Technology, a major U.S. competitor in the memory chip sector [5]. - The ongoing trade tensions between the U.S. and China, including a tariff truce, have significant implications for the semiconductor supply chain and broader economic relations [4]. - The article highlights that the U.S. has a backlog of thousands of license applications for exports to China, including semiconductor manufacturing equipment worth billions [5].