The U.S.-China chip war could impact South Korea's chip giants as China accounts for a large chunk of their production capacity — but there shouldn't be long-term disruptions, according to Fitch Ratings.
Samsung Electronics and SK Hynix face risks as the U.S. seeks to block China's access to advanced semiconductor chip equipment, according to the June 7 report.
China accounts for 40% of Samsung's total flash memory chips (NAND) production capability, said the analysts led by Matt Jamieson.
The U.S. in October introduced sweeping rules to cut off China's access to obtain or manufacture high-tech semiconductor chips.
Memory chips are storage devices used in computers, smartphones and tablets.
Persons:
Matt Jamieson
Organizations:
U.S, Fitch, Samsung Electronics, SK Hynix, SK, Micron
Locations:
China, U.S, Korea, Netherlands, Japan