DB증권 Tech 서승연, 조현지 – Telegram
DB증권 Tech 서승연, 조현지
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The Biden administration in October gave Samsung Electronics and SK Hynix, two of the world’s leading producers of memory chips, a one-year reprieve from export controls designed to reduce China’s ability to develop high-end chips.

Four people familiar with the situation said the US had now sent a clear message that the Korean producers would be given another waiver for their plants in China for at least another year.

Washington signals support for South Korean chipmakers in US battle with China - https://on.ft.com/3HATE5Y via @FT
- Qualcomm gives light forecast, phone chip sales fall 17%

- Qualcomm reported second-quarter earnings on Wednesday that were in line with analyst expectations.

- Sales from handset chips, a core business for the company, declined 17% from a year earlier.

- Qualcomm CEO Cristiano Amon blamed a challenging environment in a statement, and the company said it had not seen evidence that smartphone sales are recovering in China.


https://www.cnbc.com/2023/05/03/qualcomm-qcom-earnings-report-q2-2023.html
중국 사이버공간관리국, Micron 제품을 검토한 결과 심각한 보안 위험성을 발견했다 밝힘. 사이버보안법 및 규정에 따라 중국의 주요 IT 인프라 업체는 Micron 제품 구매를 중단해야 한다고 언급함 (CAC)

- 중국 사이버공간관리국 링크: https://bit.ly/42TFSDP (CAC)

- 관련 영문 뉴스 링크: https://bit.ly/3ote4at (Bloomberg)