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大浪淘沙懒洋洋
07-19 21:55

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Reach out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the United States

美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。

Reach out to South Korean chip giants again: SK Hynix and Samsung's "excess profits" may need to be shared with the United States

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If true, the semiconductor game between the United States and South Korea has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While pushing South Korean chip companies to build factories in the United States, the United States quietly put forward a more direct appeal-sharing profits.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing people familiar with the matter, Rick Switzer, deputy representative of the Office of the U.S. Trade Representative, made it clear in talks with South Korean Trade Minister Yoo Han-koo last month that the U.S. has the right to share the huge profits of SK Hynix and Samsung Electronics. This statement has not been officially confirmed by the United States, but it has aroused concern at the Korean industry and government level. At the same time, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above-mentioned claims of the United States.</p><p><p style=\"text-align: left;\">This trend means that the semiconductor game between the United States and South Korea is extending from the manufacturing localization level to the profit distribution level, putting new policy pressure on the two Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">U.S. Logic: Purchasing Contributes Profits and Should Share the Income</h2><p style=\"text-align: left;\">According to the Korea Times, quoting an industry person familiar with the relevant situation, Rick Switzer proposed to Lu Hanjiu in the talks last month that American enterprises purchased a large number of Korean semiconductors, which directly promoted the profit growth of Korean chip enterprises, so the United States also had the right to share this part of the profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if local partners in South Korea are entitled to a share because they contribute some of the profits, then U.S. companies should have the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to the Korea Times that the U.S. did make the above claim, but did not provide further explanation. The Korea Times repeatedly contacted the Office of the U.S. Trade Representative and the Commerce and Treasury departments for comment, but did not receive a response.</p><p><p style=\"text-align: left;\">South Korea's Ministry of Industry, Trade and Resources officials said they were not aware of the matter, and reiterated that South Korea's basic position is that \"industry-related matters should be advanced based on the principle of commercial rationality\". South Korean businesses have announced investment plans in line with last year's tariff agreement through business roundtables and have continued to make large-scale investments over the years, the official added.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korean chip exports to the United States surge, providing basis for U.S. claims</h2><p style=\"text-align: left;\">The US's demand for profit-sharing is supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korea's total semiconductor exports reached a record 192.43 billion USD in the first half of this year, up 162.5% year-on-year, according to government data; Among them, exports to the United States increased by 91.3% to $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to $44.82 billion, a record high; Exports to the United States surged 377.2% year-on-year to $6.49 billion.</p><p><p style=\"text-align: left;\">The continuous explosion of global demand for AI chips is the core driver of the above growth, and SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly from it.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">In addition to the pressure of building factories, profit sharing becomes a new front</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither has specific plans to build advanced DRAM or NAND fabs in the United States at present.</p><p><p style=\"text-align: left;\">The emergence of profit-sharing appeals means that the US pressure logic is expanding. If the requirements of building a factory point to the future capacity layout, then profit sharing directly points to the benefits that have been realized at present, and the short-term financial impact on the enterprise is more direct.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How to distribute excess profits</h2><p style=\"text-align: left;\">It is worth noting that the US proposal of profit-sharing comes at a time when discussions around \"excess profits\" in South Korea have continued to ferment.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea: whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers along the supply chain-the latter also contributed to the realization of these profits to some extent; There is even a view that the public should benefit from taxpayer funds that have been used to support related infrastructure construction.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which originally belonged to South Korea, and also made the South Korean government and enterprises face a more complicated situation.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReach out to South Korean chip giants again: SK Hynix and Samsung's \"excess profits\" may need to be shared with the United States\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time smaller\">2026-07-17 20:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In addition to asking Samsung and SK Hynix to build factories in the United States, the United States also proposed to share the profits of Korean chip companies, on the grounds that American procurement promoted their profits. If true, the semiconductor game between the United States and South Korea has extended from manufacturing investment to profit distribution, putting new policy pressure on South Korean chip giants.</p><p><p style=\"text-align: left;\">While pushing South Korean chip companies to build factories in the United States, the United States quietly put forward a more direct appeal-sharing profits.</p><p><p style=\"text-align: left;\">According to the Korea Times, citing people familiar with the matter, Rick Switzer, deputy representative of the Office of the U.S. Trade Representative, made it clear in talks with South Korean Trade Minister Yoo Han-koo last month that the U.S. has the right to share the huge profits of SK Hynix and Samsung Electronics. This statement has not been officially confirmed by the United States, but it has aroused concern at the Korean industry and government level. At the same time, South Korea's semiconductor exports to the United States surged by more than 90% year-on-year in the first half of this year, providing a direct background for the above-mentioned claims of the United States.</p><p><p style=\"text-align: left;\">This trend means that the semiconductor game between the United States and South Korea is extending from the manufacturing localization level to the profit distribution level, putting new policy pressure on the two Korean chip giants.</p><p><h2 id=\"id_1094233157\" style=\"text-align: left;\">U.S. Logic: Purchasing Contributes Profits and Should Share the Income</h2><p style=\"text-align: left;\">According to the Korea Times, quoting an industry person familiar with the relevant situation, Rick Switzer proposed to Lu Hanjiu in the talks last month that American enterprises purchased a large number of Korean semiconductors, which directly promoted the profit growth of Korean chip enterprises, so the United States also had the right to share this part of the profits.</p><p><p style=\"text-align: left;\">\"The U.S. logic is that if local partners in South Korea are entitled to a share because they contribute some of the profits, then U.S. companies should have the same rights,\" the person said.</p><p><p style=\"text-align: left;\">A senior South Korean government official also confirmed to the Korea Times that the U.S. did make the above claim, but did not provide further explanation. The Korea Times repeatedly contacted the Office of the U.S. Trade Representative and the Commerce and Treasury departments for comment, but did not receive a response.</p><p><p style=\"text-align: left;\">South Korea's Ministry of Industry, Trade and Resources officials said they were not aware of the matter, and reiterated that South Korea's basic position is that \"industry-related matters should be advanced based on the principle of commercial rationality\". South Korean businesses have announced investment plans in line with last year's tariff agreement through business roundtables and have continued to make large-scale investments over the years, the official added.</p><p><h2 id=\"id_4192575052\" style=\"text-align: left;\">South Korean chip exports to the United States surge, providing basis for U.S. claims</h2><p style=\"text-align: left;\">The US's demand for profit-sharing is supported by specific trade data.</p><p><p style=\"text-align: left;\">South Korea's total semiconductor exports reached a record 192.43 billion USD in the first half of this year, up 162.5% year-on-year, according to government data; Among them, exports to the United States increased by 91.3% to $26.4 billion.</p><p><p style=\"text-align: left;\">The monthly data is more prominent. In June, South Korea's semiconductor exports increased by 199.2% year-on-year to $44.82 billion, a record high; Exports to the United States surged 377.2% year-on-year to $6.49 billion.</p><p><p style=\"text-align: left;\">The continuous explosion of global demand for AI chips is the core driver of the above growth, and SK Hynix and Samsung Electronics, as major global memory chip suppliers, have benefited significantly from it.</p><p><h2 id=\"id_3656104454\" style=\"text-align: left;\">In addition to the pressure of building factories, profit sharing becomes a new front</h2><p style=\"text-align: left;\">Prior to this, Washington's public pressure on South Korean chip companies mainly focused on pushing them to build factories in the United States. Last week, U.S. Commerce Secretary Howard Lutnick publicly called on Samsung Electronics and SK Hynix to build memory chip manufacturing plants in the United States, continuing the Trump administration's consistent stance of promoting localization of semiconductor production.</p><p><p style=\"text-align: left;\">Both companies have announced major investment plans in the United States, but neither has specific plans to build advanced DRAM or NAND fabs in the United States at present.</p><p><p style=\"text-align: left;\">The emergence of profit-sharing appeals means that the US pressure logic is expanding. If the requirements of building a factory point to the future capacity layout, then profit sharing directly points to the benefits that have been realized at present, and the short-term financial impact on the enterprise is more direct.</p><p><h2 id=\"id_1163015368\" style=\"text-align: left;\">How to distribute excess profits</h2><p style=\"text-align: left;\">It is worth noting that the US proposal of profit-sharing comes at a time when discussions around \"excess profits\" in South Korea have continued to ferment.</p><p><p style=\"text-align: left;\">In recent months, there has been controversy in South Korea: whether Samsung Electronics and SK Hynix should redistribute some of their excess profits to subcontractors and suppliers along the supply chain-the latter also contributed to the realization of these profits to some extent; There is even a view that the public should benefit from taxpayer funds that have been used to support related infrastructure construction.</p><p><p style=\"text-align: left;\">The intervention of the United States has added external variables to this distribution dispute, which originally belonged to South Korea, and also made the South Korean government and enterprises face a more complicated situation.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","07747":"南方两倍做多三星电子","HYNX":"2倍做多海力士ETF-T-REX","SKDD":"2倍做空海力士ETF-GraniteShares","SKHU":"2倍做多海力士-ProShares","SKHY":"SK海力士","07709":"南方两倍做多海力士","SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160380075","content_text":"美国在要求三星、SK海力士赴美建厂之外，又提出应分享韩国芯片企业利润，理由是美国采购推动其盈利。若属实，美韩半导体博弈已从制造投资延伸至利润分配，对韩国芯片巨头构成新的政策压力。美国在推动韩国芯片企业赴美建厂的同时，悄然提出了一项更为直接的诉求——分享利润。据《韩国时报》援引知情人士报道，美国贸易代表办公室副代表Rick Switzer上月在与韩国通商部长官吕翰九的会谈中明确表示，美方有权分享SK海力士和三星电子的巨额利润。这一表态尚未获得美方官方确认，但已在韩国业界和政府层面引发关注。与此同时，韩国今年上半年对美半导体出口同比激增逾九成，为美方的上述主张提供了直接背景。这一动向意味着，美韩之间的半导体博弈正从制造业本地化层面向利润分配层面延伸，对两家韩国芯片巨头构成新的政策压力。美方逻辑：采购贡献利润，理应分享收益据《韩国时报》援引一位熟悉相关情况的业界人士，Rick Switzer在上月的会谈中向吕翰九提出，美国企业大量采购韩国半导体，直接推动了韩国芯片企业的盈利增长，因此美方同样有权分享这部分利润。\"美方的逻辑是，如果韩国本土合作伙伴因贡献了部分利润而有权获得分成，那么美国企业也应享有同等权利，\"该知情人士表示。一名韩国政府高级官员也向《韩国时报》证实，美方确实提出了上述主张，但未作进一步说明。《韩国时报》多次联系美国贸易代表办公室及商务部、财政部寻求置评，均未获回应。韩国产业通商资源部官员则表示，对此事并不知情，并重申韩国的基本立场是\"产业相关事务应基于商业合理性原则推进\"。该官员补充称，韩国企业已通过商业圆桌会议宣布了与去年关税协议相符的投资计划，并多年来持续进行了大规模投资。韩国芯片对美出口激增，为美方主张提供依据美方提出利润分享诉求，有具体的贸易数据作为支撑。韩国政府数据显示，今年上半年韩国半导体出口总额达到创纪录的1924.3亿美元，同比增长162.5%；其中对美出口增长91.3%，达264亿美元。单月数据更为突出。6月份，韩国半导体出口同比增长199.2%，达448.2亿美元，创历史新高；对美出口更是同比暴增377.2%，达64.9亿美元。全球AI芯片需求的持续爆发是上述增长的核心驱动力，SK海力士和三星电子作为全球主要存储芯片供应商，从中获益显著。建厂压力之外，利润分享成新战线在此之前，华盛顿对韩国芯片企业的公开施压主要集中在推动其赴美建厂。上周，美国商务部长Howard Lutnick公开呼吁三星电子和SK海力士在美国建设存储芯片制造工厂，延续特朗普政府推动半导体生产本地化的一贯立场。两家公司均已宣布重大对美投资计划，但目前均无在美建设先进DRAM或NAND晶圆厂的具体计划。利润分享诉求的浮现，意味着美方的施压逻辑正在扩展。如果说建厂要求指向的是未来的产能布局，那么利润分享则直接指向当下已经实现的收益，对企业的短期财务影响更为直接。超额利润该如何分配值得注意的是，美方提出利润分享主张之际，韩国国内围绕\"超额利润\"的讨论本已持续发酵。近几个月来，韩国国内一直存在争议：三星电子和SK海力士是否应将部分超额利润重新分配给供应链上的分包商和供应商——后者在一定程度上也为这些利润的实现作出了贡献；甚至有观点认为，由于纳税人资金曾用于支持相关基础设施建设，公众也应从中受益。美方的介入，使这一原本属于韩国国内的分配争议增添了外部变量，也令韩国政府和企业在应对上面临更为复杂的局面。","news_type":1,"symbols_score_info":{"07747":2,"SK":0.6,"SKHZ":0.6,"SKHU":0.6,"07709":0.6,"SKHX":0.6,"HYNX":0.6,"SKHY":2,"SKUU":0.6,"SKDD":0.6}},"isVote":1,"tweetType":1,"viewCount":99,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}