Wolfe: SK Hynix will bypass export controls easier than Micron
Josh Wolfe · Josh Wolfe: Human Advantage in the World of AI · Mar 4, 2025 · at 10:25
Josh Wolfe of Lux Capital discusses geopolitical export controls on semiconductor memory manufacturers supplying China.
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“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China through Singapore and Indonesia and Malaysia, which is now being investigated, but the memory players are likely to be ascendant.”
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