Text/ZZL
Since Huawei's breakthrough in 5G technology, US companies have really been anxious, and began to frantically suppress domestic enterprises led by Huawei, in order to reduce import dependence, many excellent companies have begun to layout the semiconductor chip industry, and have also begun to fight back against US companies.
So what company is Micron? It is one of the world's largest semiconductor storage manufacturers, its main products include NAND flash memory, NOR flash memory, SSD and CMOS image sensors, etc., simply put, it is a memory company
Micron was banned from sale, it can be said that it is completely its own "too made", not worthy of sympathy at all, in the United States to modify chip rules, expand the scope of restrictions, such as Fujian Jinhua, SMIC, Yangtze River Storage and many other companies were included in the entity list, all of which are behind it.
Some people may say that without imported memory sticks, domestic prices will not be more expensive and unaffordable. However, the fact is that when domestic SSDs have not yet risen, the right to set prices has always been overseas.
Industry views believe that with the removal, Micron's revenue will be subject to unprecedented shocks. Previously, Micron Technology released a "worst financial report in history", data shows that
However, the decline does not mean that it can lie flat, but in the long run, for the mainland semiconductor companies should be more forging ahead, from the perspective of industry development laws, if semiconductor companies can grow against the trend and occupy market share, they will be expected to gain a more active position in the chip endgame.
Micron's exit means that the domestic market has an extra "big cake" worth tens of billions of dollars, and it is reasonable to say that the biggest beneficiaries should be the other two storage giants Samsung and Hynix.
The "encirclement, chase, blocking" of US companies is precisely to promote the development of Chinese semiconductor companies led by Yangtze River Storage, especially under the premise that China's memory chip industry chain has achieved tremendous development in recent years. Even semiconductor giant Samsung said it would only use similar technology for mass production in 2025. furthermore
Five years ago, Micron's revenue in the mainland accounted for as much as 60%, but in the past five years, the domestic memory chips that were once "stuck in the neck" have achieved thick and thin.