US EditionSamsung Electronics Smiles at the Relaxation of Ai Semiconductor Regulations in China… Expectations for a 'Double-Win' in Memory and Foundry
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[Digital Daily Reporter Bae Tae-yong] As the US government shows signs of partially easing export regulations on artificial intelligence (AI) semiconductors to China, there is a possibility that Samsung Electronics may benefit unexpectedly. Expectations for a 'two-track' expansion of HBM (high bandwidth memory) supply and a rebound in foundry orders are rising simultaneously, and attention is being paid to whether this will be a turning point fo…
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