Bloomberg Tech US to Revoke China Waivers for South Korean Chip Firms
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Aug 29, 2025 
Mark Uyeda, a Commissioner at the U.S. Securities and Exchange Commission, sheds light on the recent decision to revoke waivers for South Korean chip giants Samsung and SK Hynix. He discusses the potential implications of this policy on the semiconductor landscape amid rising geopolitical tensions. The conversation also dives into the SEC's evolving stance on cryptocurrency regulation, suggesting a more crypto-friendly environment. With market dynamics shifting, Uyeda shares insights on how companies must adapt to new challenges in the tech sector.
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U.S. Revokes China Waivers For Chip Firms
- The U.S. Commerce Department is revoking validated end-user waivers that let Samsung and SK Hynix move advanced equipment into China.
- This aims to prevent foreign firms gaining a benefit U.S. chipmakers did not receive and to limit China's ability to upgrade fabs.
Measures Part Of Wider U.S.-China Tech Competition
- The move forms part of broader U.S.-China competition and trade negotiations with partners like South Korea.
- Washington also aims to level benefits between foreign and American chipmakers while managing geopolitical risk.
Policy Allows Maintenance But Blocks Upgrades
- The revocation doesn't clearly ban maintenance or like-for-like equipment replacement, only upgrades and capacity expansion.
- That nuance could limit immediate disruption but still pressures equipment makers like ASML and Tokyo Electron.