# China's HBM Challenge to South Korea

> China's semiconductor power surge threatens South Korea's memory dominance.
- Title: China's HBM Challenge to South Korea · BigGo Finance
- Summary: China's semiconductor power surge threatens South Korea's memory dominance. China has the financial strength to challenge South Korea's HBM market leadership…
- Keywords: hbm, samsung electronics, sk hynix, chinese semiconductor industry, us export controls, japan semiconductor industry, asml, finance, markets, China's, Challenge, South
- Source: BigGo Finance — https://finance.biggo.com/news/55180796-9dfe-459b-95bb-d624ae1eeaa1
- Author: BigGo Finance
- Published: 2026-10-22T22:55:16+00:00
- Read time: 1 min
- Topics: hbm, samsung electronics, sk hynix, chinese semiconductor industry, us export controls, japan semiconductor industry, asml, finance, markets
## Warning from expert
Kwon Seok-joon warns China's semiconductor catch-up should not be underestimated.

> China still can't make HBM well, but it is no longer at a level we can ignore, and it is preparing the money to wage a chicken game
## China's financial strength
China has amassed financial firepower to wage price wars in HBM market.
## U.S. export controls paradox
U.S. sanctions have accelerated China's push for semiconductor self-sufficiency.
## Japan's semiconductor collapse
Japan's semiconductor industry collapsed due to domestic focus and slow tech adaptation.
## ASML equipment dependency
ASML's EUV lithography equipment relies on U.S. technology despite Chinese efforts.
## China's timeline for self-sufficiency
China can withstand sanctions until 2031-2032 but may upend global semiconductor balance by then.
## South Korea's warning
South Korean chipmakers must break from business as usual to avoid repeating Japan's collapse.
## Key takeaway

China has the financial strength to challenge South Korea's HBM market leadership through price wars and self-sufficiency efforts.