独家消息指出，三星电子与SK海力士正对中国本土生产的半导体设备进行评估。此举背后原因，是市场普遍预期美国可能进一步收紧对华出口管制。据知情人士透露，这两家韩国存储芯片巨头正密切关注政策动向，并着手衡量相关风险。它们评估的对象，包括北方华创、中微公司以及拓荆科技等中国本土设备厂商的产品，这些厂商在刻蚀、薄膜沉积等关键领域已取得显著进展。与此同时，美国设备巨头如应用材料、科磊与拉姆研究，也正面临更大的不确定性。业内人士分析，若美国真的扩大限制范围，或将迫使全球半导体供应链进行新一轮调整，而三星和SK海力士的提前评估，便是应对这一潜在变局的关键举措。
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