Overview

• The Commerce Department’s BIS removed validated end‑user status for Samsung, SK Hynix and Intel’s Dalian unit, meaning U.S. chipmaking tools for their China fabs will require licences.
• The revocations take effect in 120 days, with the change scheduled for December 31, 2025.
• BIS signaled licences will be approved to sustain existing operations in China but not to expand capacity or upgrade technology.
• Shares fell after the announcement, with Samsung down about 2.3% and SK Hynix off 4.4% in Seoul trading.
• SK Hynix said it will work closely with Korean and U.S. authorities to limit business impact, China’s Commerce Ministry said it opposes the move, and analysts warn of risks to advanced output and potential openings for Chinese equipment makers and Micron.