Chinese experts are blasting a potential U.S. move to revoke the operating licenses of key global chipmakers in China, calling it an illogical step that would disrupt the entire global industry. The warning comes in response to a report that Washington is considering pulling authorizations for Samsung, SK Hynix, and TSMC to use American technology at their Chinese plants.
An expert at a state-backed think tank argued that arbitrarily revoking existing permits would shatter U.S. credibility and send a profoundly negative signal to international businesses.
Furthermore, they warn that cutting these companies off from their Chinese operations would inevitably disrupt global supply chains, hurting everyone, including American interests. The market has already reacted nervously, with stocks of U.S. semiconductor equipment manufacturers falling on the news.
The potential action is seen as another step in Washington’s broader campaign to slow China’s technological progress. However, industry veterans contend these restrictions are backfiring by forcing Chinese firms to accelerate their innovation and reduce their reliance on U.S. technology.
They argue that the move would be another example of U.S. “long-arm jurisdiction,” impacting not just Chinese firms but also companies from allied nations. As one expert noted, the semiconductor industry has always advanced through global cooperation, not restrictions.
