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去年,美国出台了对大陆市场上半导体设备的出口管制,与此同时,在大陆市场上有产能扩建的企业也遭遇此限制影响,如SK海力士以及三星、台积电等企业。
不过,后来基于美要推进四方技术联盟的背景下,美国对这些企业都有所松口,给予了他们一年的豁免期,暂时稳住了韩国半导体企业的心。
可豁免期总是要过去,随着美内部透露不打算再给三星和SK海力士新一年的豁免期之下,三星和SK海力士都相继传来了可能会撤离大陆市场的传闻。其中,SK海力士更加离谱,要推迟即将完工的第二座3D NAND Flash工厂。在这个时候,SK海力士坐不住了。直接表示,这些是毫无根据的事情,且他们坚决不会撤离大陆市场。很显然,在美不打算给新一年豁免期的情况下,SK海力士这番表态是在和老美“硬碰硬”。而对于SK海力士这个态度,外媒也表示:美国一开始是白松口了。
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理论上来说是如此,美国给出一年的豁免期很大原因是为了拉拢韩国半导体,但是现如今芯片三方协议都出来那么久了,韩国半导体还没有明确的表态要进行同步限制。而且,当初一年的时间,就是为了给三星以及SK海力士缓冲的机会,比如说他们希望三星和SK海力士都将产能转移回韩国本土地区,但一年时间还没有到,面临着不可控的未来豁免期阶段,SK海力士依旧不打算撤离。
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去年,美国出台了对大陆市场上半导体设备的出口管制,与此同时,在大陆市场上有产能扩建的企业也遭遇此限制影响,如SK海力士以及三星、台积电等企业。
不过,后来基于美要推进四方技术联盟的背景下,美国对这些企业都有所松口,给予了他们一年的豁免期,暂时稳住了韩国半导体企业的心。
可豁免期总是要过去,随着美内部透露不打算再给三星和SK海力士新一年的豁免期之下,三星和SK海力士都相继传来了可能会撤离大陆市场的传闻。其中,SK海力士更加离谱,要推迟即将完工的第二座3D NAND Flash工厂。在这个时候,SK海力士坐不住了。直接表示,这些是毫无根据的事情,且他们坚决不会撤离大陆市场。很显然,在美不打算给新一年豁免期的情况下,SK海力士这番表态是在和老美“硬碰硬”。而对于SK海力士这个态度,外媒也表示:美国一开始是白松口了。
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理论上来说是如此,美国给出一年的豁免期很大原因是为了拉拢韩国半导体,但是现如今芯片三方协议都出来那么久了,韩国半导体还没有明确的表态要进行同步限制。而且,当初一年的时间,就是为了给三星以及SK海力士缓冲的机会,比如说他们希望三星和SK海力士都将产能转移回韩国本土地区,但一年时间还没有到,面临着不可控的未来豁免期阶段,SK海力士依旧不打算撤离。