体报道称，自7月4日日本宣布半导体材料限韩令后，韩系半导体厂商至今已1个月未能从日本进口高纯度氟化氢及光阻剂材料。
报道中提到，由于日本的外销审查已实施1个月，韩国业界推测SK海力士剩下的高纯度氟化氢与光阻剂库存只剩下1.5个月。三星电子的情况也大致相近，虽然副会长李在熔曾于7月中旬访日，但并未顺利解决原料取得问题。
对三星来说，由于韩日之间的贸易纠纷有可能助推内存闪存涨价，不过三星自己对此倒是很谨慎，表示随着数据中心市场的客户调整库存，内存芯片的需求疲软及价格下跌因素依然存在，预计今年剩余的时间内业务存在不确定性。
与SK海力士、美光等公司宣布减产不同，三星暂时还没有类似的操作，不过原材料的匮乏，极有可能倒逼他们不得不这样做。
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