近日，美国商务部长吉娜·雷蒙多（Gina Raimondo）公开表示，若韩国等国家的芯片制造商在中国扩大先进制程芯片的生产，美国将重新评估与其共享敏感技术与信息的安排。这一表态被广泛解读为对韩国三星电子和SK海力士等企业的明确警告。美国政府担忧，中国可能通过这些企业在华投资获取可用于军事目的的高端半导体技术，从而削弱美国及其盟友的技术优势。雷蒙多强调，美方并非要求企业完全退出中国市场，但希望它们在扩大先进芯片产能时保持谨慎，并与美国保持协调。此举反映出美国在全球半导体供应链中强化“友岸外包”（friend-shoring）战略的意图，即优先与政治立场相近的国家合作，以降低对潜在竞争对手的技术依赖。韩国作为全球重要的存储芯片生产国，其企业在中国设有重要生产基地，因此面临在中美之间艰难平衡的挑战。分析人士指出，若美国进一步收紧出口管制或限制技术共享，可能对韩国企业的全球运营造成实质性影响，同时也可能加剧全球半导体产业的地缘政治紧张局势。
Recently, U.S. Commerce Secretary Gina Raimondo publicly stated that if chipmakers from countries like South Korea expand production of advanced semiconductors in China, the United States would reassess its arrangements for sharing sensitive technologies and information with them. This remark is widely interpreted as a clear warning to South Korean companies such as Samsung Electronics and SK Hynix. The U.S. government is concerned that China could gain access—through these firms’ investments in China—to cutting-edge semiconductor technology potentially usable for military purposes, thereby eroding the technological edge of the U.S. and its allies. Raimondo emphasized that Washington is not demanding companies fully exit the Chinese market but urged caution when expanding advanced chip capacity and encouraged alignment with U.S. interests. This move reflects America’s broader strategy of “friend-shoring”—prioritizing supply chain partnerships with politically aligned nations to reduce reliance on potential strategic competitors. As a major global producer of memory chips, South Korea hosts key manufacturing facilities in China, placing its companies in a difficult position between U.S. pressure and Chinese market access. Analysts warn that further U.S. restrictions on technology sharing or export controls could significantly impact South Korean firms’ global operations and heighten geopolitical tensions in the global semiconductor industry.
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