What exactly was approved for Samsung in China?

Sources indicate Washington approved chipmaking tool shipments to Samsung’s China facilities for 2026. This covers equipment maintenance and upgrades necessary to keep DRAM and NAND lines operating efficiently under US export controls. It lowers the risk of unexpected output cuts but does not guarantee approvals beyond 2026.

Does the approval include SK Hynix as well?

Yes. Reports said SK Hynix approval was also granted for 2026 shipments, supporting broader memory supply stability. However, both companies remain subject to ongoing reviews. Investors should track any changes to scope, timing, and compliance rules that could affect future shipments and capacity.

How could this affect memory prices in 2026?

The approval reduces the chance of sudden supply disruptions, which supports more predictable DRAM and NAND pricing. Actual prices will still depend on demand from AI, smartphones, and PCs, as well as inventory and utilization levels. Company guidance on capex and wafer starts will be key inputs to watch.

What should Australian investors do now?

Review your global semiconductor exposure and sensitivity to the memory cycle. Check fund concentration, fees, and AUD currency settings. Set alerts for policy updates, quarterly guidance, and contract price data. If approvals hold and demand improves, results can benefit. If rules tighten, consider reducing exposure or hedging risk.

Global Market Insights

005930.KS Stock Today: December 31 — U.S. OKs 2026 China Tool Shipments

ByHuzaifa Zahoor December 31, 2025December 31, 2025

Samsung China tool shipments are cleared for 2026, easing supply risk at Samsung Electronics (005930.KS) factories in China. The decision reduces near-term disruption under US export controls and supports steady DRAM and NAND output. SK Hynix approval was also reported, pointing to continuity across major players. For Australian investors, the move lowers volatility risk in the global memory cycle and keeps watchpoints on policy reviews, capacity plans, and margins for 2026. We outline what matters now and the key signals to track.