KEY POINTS
  • The U.S.-China chip war could impact South Korea's chip giants as China accounts for a large chunk of their production capacity — but there shouldn't be long-term disruptions, according to Fitch Ratings.
  • "We do not think there would be a major long-term supply disruption, as it is likely that Korea will become the main location for the two companies' expansionary investment and technology upgrades," said the report.
  • Samsung and SK Hynix could also benefit from higher chip prices within China as China bans the sale of Micron products.
Samsung Electronics Co. 8GB Double-Data-Rate (DDR) 4 memory modules.

The U.S.-China chip war could impact South Korea's chip giants as China accounts for a large chunk of their production capacity — but there shouldn't be long-term disruptions, according to Fitch Ratings.

Samsung Electronics and SK Hynix face risks as the U.S. seeks to block China's access to advanced semiconductor chip equipment, according to the June 7 report.