Netease Technologies News, July 11, according to foreign media reports, industry analysts said Samsung and SKHynix share prices rose Wednesday because investors bet that Japans restrictions on the export of key high-tech materials to South Korea will cause side effects, and South Korean chip manufacturers may take the opportunity to reduce production and cut. Reduce inventory.
Samsung and SKHynix are the companies most affected by Japans export restrictions. However, while the restrictions will make it difficult for Korean chip giants to find alternative materials in the short term, they may also prompt them to reduce inventories and production, which is good news for boosting chip prices.
Given the retaliatory actions taken by Japan against us, this may be an opportunity for us to clean up chips that have been stored in memory for longer periods and to take advantage of this opportunity to prevent stock piling up, said an insider from a major chip manufacturer in South Korea.
Samsung shares rose 1.9% Wednesday, SKHynix shares rose 4.6%, while the broader index rose only 0.6%.
South Korean media quoted an unnamed industry source as saying that Samsung and SKHynix would consider reducing NAND flash production as early as this month. However, both companies denied the reports and did not provide further comments.
The price of NAND flash chips has fallen sharply in the past year, as output has grown faster than demand. NAND chips exist in mobile devices as well as memory cards, USB flash drives and solid-state drives.
Park Jea-guan, president of Korea Semiconductor and Display Technology Association, said: Our chip manufacturers are trying to minimize the impact of Japans actions, but on the other hand, it may also be a good time for us to reduce our inventory for three months.
Japan said last week that it would restrict exports to South Korea of three materials used to produce semiconductors and smartphone screens: photoresist, hydrogen fluoride and polyimide. To this end, Samsung and SKHynix are seeking to buy more of this material from other regions. (Small)
Source: Responsible Editor of Netease Science and Technology Report: Wang Fengzhi_NT2541