It has been reported for a month that the U.S. will not allow our companies to e

It has been reported for a month that the U.S. will not allow our companies to export HBM to China.

After hearing that story, I wrote it a few times.

There are three companies in the world that make HBM properly.

SK Hynix, Samsung Electronics, Micron

Among them, SK Hynix makes more than 50%, but it is so popular that it is busy delivering it to Nvidia.

However, Samsung Electronics had problems with quality and yield, so it mainly sold more to China than to U.S. big tech companies.

Samsung denied it, but foreign media reportedly sold about 30 percent to China.

Samsung Electronics' semiconductor sales are high now because of China, which will secure supplies before exports are blocked.

Now that there is a direct statement from a U.S. government official, a regulatory measure will be announced soon.

Our government will just let go as usual.

Semiconductors account for about 20% of Korea's industry.

Oh... I'm scared to write more.