The mainland market for:MicronThe attitude has been unclear. Although there is no rightMicronLift the ban, but forMicronPlusInvestmentsThe plan for the Xi'an sealed test plant was not rejected. At the same time,Micronalso unexpectedly withdrew the multi-year dispute with Jinhua, which made the mainland rightMicronAttitudes have changed. Even the United States** said,MicronThis move allowed it to regain the pace of the mainland market. However, since there is already an alternative in the countryMicronMemory chips, many people think that we don't need to be dependentMicron。Especially in the case of the growing domestic foundry market, many people thinkFujiThe impact of Kang's transfer to India on us is almost negligible. However, there is information that has been revealedFujiKangheMicronSetting up factories in India is a cause for concern, as if they relocate their production capacity, it will directly affect the relevant exports from Zhengzhou, Taiyuan and Xi'an. In order to reduce this impact, we can only try to retainMicronwithFujiHealthy. However, India's top brass has said: if we stayMicronwithFujiKang's idea was too late, and there was no way to stop them from setting up a factory in India and increasing the Indian marketInvestments。However, I personally think that the Indian side may have overjoyed too soon. BecauseMicronIt does not want to lose the mainland market, which accounts for a quarter of its revenue. So, in this context,MicronIt is urgent to lift the ban and continue to show favor to the mainland market, and even came up with more than $4 billionInvestmentsto increase the production capacity of factories in mainland China. And at the moment, the Indian market does not giveMicronSuch a huge revenue. MicronThere are three reasons why the company is turning to India. One,MicronBefore deepening cooperation with India in the field of semiconductors, at a critical moment,Micron, AMD, and Applied Materials are among the companies that have chosen IndiaInvestments。In fact, this is just a way for the United States to show its sincerity, whileMicronIt's just the vanguard of it. Second,MicronThe plan to set up a factory came just after the mainland ban, which was once believed by the outside worldMicronIt is to use this to put pressure on the mainland and strive to relax restrictions. The last reason is that many businesses are starting to diversifyChainStrategy,MicronIt's no exception. In these cases,MicronThe possibility of completely leaving the mainland market is very low.
FujiKang moved to India to set up a factory just to prevent it inApplesChainAfter all, the Tata Group has an advantage in this area. However, India wants to support local manufacturing capabilities, and the Tata Group has an advantage over itFujiKang is even more pronounced. IfFujiKang would have made a desperate gamble without leaving a retreat, and that would have been an unwise decision. Just from this point,FujiKang was unable to move its entire capacity to India. Moreover,FujiKang dependenceApplesThis customer, although they plan to expand production capacity in the Indian market, is difficult to completely leave the mainland market. Based on this, India believesFujiKang will be allInvestmentsIndia is also unlikely.
To keepMicronwithFujiHealth is very important to the Chinese market. First of all,Micronis the world's leadingMemory chipsmanufacturer, which has an important position in the mainland market. If we loseMicron, will lead to the loss of a large number of jobs, and will affect our country inMemory chipsTechnology research and development and industrial layout in the field. In addition,MicronLeaving will lead to the rupture of the relevant industrial chain to the mainlandTechnologyThe industry has suffered significant losses.
Again,FujiKang is the largest in the worldElectronicsOne of the manufacturing service providers, is:AppleThe main partner. FujiKang has a large number of production bases in the mainland, providing employment opportunities to our countryEconomymade a great contribution. IfFujiKang transferred to India to set up a full factory, which will be on our countryElectronicsThe manufacturing sector has had a huge impact, resulting in a loss of jobs and weakening our country globallyChainin the position.
In the end, I personally think to keepMicronwithFujiKang is not onlyEconomyThe problem is more of a country's ability to innovate independently. We cannot completely rely on foreign companies to meet our technological needs, but should increase the cultivation of independent research and development and innovation capabilities. RetainMicronwithFujiKang can not only maintain market stability, but also promote our countryTechnologyThe development of the industry improves the wholeEconomyCompetitiveness.
In short, letMicronwithFujiKang staying in the mainland market is of great significance to our country. fromEconomyFrom the point of view of technological development, their presence in the continental market is crucial for our country. We should encourage them to continue to increase their market on the mainlandInvestments, strengthen cooperation with them, improve our country's ability to innovate independently, in order to achieveTechnologyThe goal of a strong country.