Trump Pushes US-Made Chips, but HBM Still Relies on Korean, Asian Fabs

JoongAng Economy News reported that while the Trump administration pushes for US-made chips, high-end memory like HBM still relies heavily on Korean and Asian fabs and cannot be relocated quickly. For SK hynix, this means its HBM capacity and technology moat are not directly hit by US policy for now, but it flags future trade and tariff risks.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.