The deadline for chipmakers’ submission of their supply chain information to the U.S. government is only one day away. Samsung Electronics and SK Hynix are reportedly mulling over the level of disclosure until the last minute.
The two companies are expected to submit their data to the U.S. government, but at a minimum.
Earlier in a press interview, U.S. Commerce Secretary Gina M. Raimondo has warned that the U.S. might use the Defense Production Act, or other tools, to force the hands of companies that don’t respond by Nov. 8.
More than 20 related organizations, including global semiconductor companies and universities, presented their data to a website of the U.S. Department of Commerce on Nov. 7. They include Taiwan's TSMC, the world’s No. 1 foundry player, Micron Technology, a U.S. memory semiconductor company, and Tower Semiconductor, an Israeli foundry. According to the website, TSMC presented data in private on Nov. 5 so that only the U.S. Department of Commerce can access it.
Industry insiders believe that most of them did not disclose sensitive internal information such as specific customers and sales. In fact, Israel’s Tower Semiconductor submitted data open to the general public, saying, "Tower Semiconductor is a NASDAQ-listed company and is subject to a non-disclosure agreement (NDA) with customers, so we cannot disclose order balance, product properties, sales of October or packaging and assembly locations.”
Samsung Electronics and SK Hynix are also expected to present their data, but only a minimal amount of information. "I understand that Korean companies are preparing to present their data to the United States," said Moon Sung-wook, Korean minister of trade, industry and energy, in a parliamentary audit of the Industry Trade, and Energy and Small and Medium Venture Business Committee at the National Assembly on Oct. 20.
In this regard, Minister Moon will embark on a three-day business trip to the United States on Nov. 9. He is expected to meet the U.S. commerce secretary during his visit to the United States and ask for U.S. cooperation in corporate data submission by Korean chipmakers along with cooperation in the strengthening the supply chain of semiconductors between Korea and the United States.