體報道稱，自7月4日日本宣布半導體材料限韓令后，韓系半導體廠商至今已1個月未能從日本進口高純度氟化氫及光阻劑材料。
報道中提到，由于日本的外銷審查已實施1個月，韓國業界推測SK海力士剩下的高純度氟化氫與光阻劑庫存只剩下1.5個月。三星電子的情況也大致相近，雖然副會長李在熔曾于7月中旬訪日，但并未順利解決原料取得問題。
對三星來說，由于韓日之間的貿易糾紛有可能助推內存閃存漲價，不過三星自己對此倒是很謹慎，表示隨著數據中心市場的客戶調整庫存，內存芯片的需求疲軟及價格下跌因素依然存在，預計今年剩余的時間內業務存在不確定性。
與SK海力士、美光等公司宣布減產不同，三星暫時還沒有類似的操作，不過原材料的匱乏，極有可能倒逼他們不得不這樣做。
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