South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix’s China revenue dropped from 30% to 24%, while Samsung’s equipment assets in China fell from 8% to under 5%, signaling ongoing decoupling efforts among South Korea’s semiconductor giants.
Samsung’s market risks, SK Hynix’s fab dependence: Diverging paths to decoupling from China
26
Nov