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Former BOK Governor: S Korea Chip Industry Cycle May End Earlier Due to CN Tech Development
2026-10-12 10:46:51
Former Bank of Korea governor Rhee Chang-yong said the current strong momentum in the semiconductor industry reflects the competitiveness of Samsung Electronics and SK Hynix, but amid China-US tensions, China has been unable to import advanced lithography machines from ASML, limiting the competitive landscape.

If China-US relations improve, or if China successfully develops its own lithography machines, it will then be necessary to assess whether the high profit margins of Samsung Electronics and SK Hynix can still be maintained, he remarked.
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