According to South Korean media reports, since the announcement of semiconductor materials in Korea on July 4th, Korean semiconductor manufacturers have not been able to import high-purity hydrogen fluoride and photoresist materials from Japan for one month. The report mentioned that since Japan’s export review has been implemented for one month, the Korean industry speculated that SK hynix’s remaining high-purity hydrogen fluoride and photoresist stocks remained only 1.5 months.
The situation of Samsung Electronics is also similar. Although Vice President Li Zai-Feng visited Japan in mid-July, he did not successfully solve the problem of raw materials.
For Samsung, due to trade disputes between Korea and Japan may boost the price of memory flash memory, but Samsung itself is very cautious about this, indicating that as the data center market customers adjust inventory, memory chip demand is weak and prices fall The factors still exist and it is expected that the business will be uncertain for the rest of the year.
Unlike SK hynix, Micron and other companies that announced production cuts, Samsung has no similar operations for the time being, but the lack of raw materials is likely to force them to do so.