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Globally, an outbreak of the results of an investigation has attracted widespread attention, and the rest of the impact continues to this day. The U.S. Secretary of Commerce's statement that he would not tolerate the ban on Micron and the threat of U.S. lawmakers to impose sanctions on Chinese companies brought the incident to a climax.
Originally, it was a dispute between the United States and China, but South Korea was drawn up in it and forced to swing between the two sides to avoid conflict. However, recent developments suggest that South Korea has revealed important information, and the dispute is widely believed to have subsided.
The US Secretary of Commerce's attitude towards the Micron incident has caused widespread controversy and is regarded as a classic "American-style double standard". In the past few years, the United States has imposed various sanctions on more than 600 Chinese companies, including Huawei, SMIC, and Shanghai Microelectronics. However, taking action against Micron, an American company with serious cybersecurity risks, has caused dissatisfaction in the United States. This seems to show the legitimacy of the Chinese government's response to Micron.
What is even more puzzling is that the United States has also put pressure on South Korea not to allow Samsung and SK Hynix to fill the gap in the Micron market in an attempt to further hit China. South Korea has a strong strength in the field of memory chips, with the global DRAM memory market share accounting for about 70% and NAND flash memory market share accounting for about 50%. Therefore, Samsung and SK Hynix have enough strength to replace Micron.
The United States seems to believe that taking measures against Micron is not only sanctions, but also a strategy to woo South Korea to ensure that South Korea does not participate in U.S. sanctions on Chinese chips. Therefore, the United States asked South Korea not to allow Samsung and SK Hynix to act as Micron alternatives. South Korea's deputy government minister made it clear that the decision of South Korean companies will determine whether they fill the gap in the market and whether South Korea bows to U.S. pressure.
However, recent news shows that South Korea does not intend to profit from the Micron incident and does not encourage South Korean companies to compete for Micron's share of the Chinese market. This shows that the South Korean side has made clear their attitude that they are unwilling to go against the will of the United States and are likely to cooperate with the United States to implement chip restrictions.
Normally, South Korea could have been the biggest beneficiary of the Micron affair without U.S. demands. However, the reality is that South Korea was involved by the United States and became a victim of the Micron incident. The United States may soon ask South Korea to officially make a statement, while Samsung and SK Hynix will face major decisions. The memory chip market has been hit hard in recent years, with demand falling and prices falling, and both companies have suffered significant losses. Faced with a gap in the market, they naturally want to be able to fill in order to mitigate losses.
However, Samsung and SK Hynix are limited by the United States in many ways. First, they need to be licensed by the U.S. to continue operating in China. Second, they all have factories in the United States, and their application for chip subsidies is also subject to some restrictions. Judging by the attitude of the United States and South Korea, these two companies may not dare to offend the United States for relatively small interests. After all, Micron's revenue from the Chinese market only accounts for about 2% of its overall share.
Therefore, the vacancy in Micron's market may be filled by domestic storage companies such as Changjiang Storage and Changxin Storage. According to the news, some large Chinese server manufacturers such as Lenovo and Inspur have asked suppliers to stop shipping modules containing Micron chips, which will provide more opportunities for domestic memory chips. Chinese companies have the ability to achieve domestic substitution, so while the United States and South Korea continue to fight, Chinese companies may rise, while Samsung and SK Hynix can only watch.
On the whole, the Micron incident has gradually subsided, but the global chip industry pattern and international political struggle reflected behind it are still worth paying attention to. In any case, China's storage industry still has strong potential and is likely to continue to rise in the future.
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