Following President Donald Trump's recent announcement of a sweeping "reciprocal tariffs" policy, a new wave of economic uncertainty is rippling through the global tech supply chain. US chipmaker Micron Technology has already responded, stating it will pass the additional costs onto customers. Meanwhile, South Korean memory giants Samsung Electronics and SK Hynix are taking a more cautious approach—adopting a wait-and-see strategy while maintaining current pricing policies.
In a strategic pivot aimed at bolstering its high-bandwidth memory (HBM) operations, Samsung Electronics has begun reassigning personnel from its semiconductor division's foundry unit to its growing HBM business. The move, however, has sparked internal debate and raised concerns about the company's long-term competitiveness in the foundry sector, especially against rival TSMC.
