Korean semiconductor firms are caught between profit and long-term risk after the Trump Xi summit in Beijing reignited US China negotiations on chip export controls and rare earth leverage. Washington has tightened equipment limits to slow AI and high performance computing, and may loosen some curbs if China secures stable rare earth supplies and buys more US goods. Meanwhile, US approval for H200 chip purchases by about 10 Chinese companies suggests broader policy movement, but the stakes hinge on whether China gains advanced EUV lithography access.
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