Micron's censorship is just the beginning, and the US media speculates about the next step, and the three US giants panic
As we all know, in order to maintain its technological hegemony, the former United States has successively increased chip restrictions, thus breaking the balance of globalization. Huawei, SMIC, DJI, Shanghai Microelectronics and other Chinese companies were included in the entity list, and China has warned Biden many times in line with the principle of peaceful coexistence, but in exchange for intensified sanctions, more than 600 Chinese companies or entities have been included in the list. More than 600 Chinese companies or entities are included in the list.
But because we are the pioneers of globalization, we have always had an open and inclusive attitude, and we have also attracted Apple, Samsung, Qualcomm, Intel and other American companies to build factories, but they do not treat everyone equally, and they have not suppressed at all, they have made a lot of money in our country, but we have also begun to fight against the United States to increase sanctions. Not long ago, with the announcement of Micron passing the cybersecurity review, many people began to speculate about who will come next.
A few days ago, our Cyber Security Division announced a cyber security analysis of the Micron products it sells in China. Normally, we don't like to meddle like Lao Mei"Some don't", but after the actual investigation has some data, the survey will be carried out.
Many people will want to ask when they see this: Why was Micron suddenly investigated?If you want to say that the United States is currently the most favored technology company ranking, Micron said that it is second, and there is a high probability that no one dares to say that it is the first, Micron was even publicly praised by Biden not long ago, and this honor is not Intel and Qualcomm.
Although Micron's strength is not as good as that of South Korean companies Samsung and SK hynix, it can barely rank among the world's top five companies, and is known as the three major storage giants along with the other two companies. But from 18 to 22 years, Micron not only ate China's food, but also smashed our pot, and privately helped the former United States sanction Chinese companies such as Yangtze River Storage and Changxin Storage, and even sued Fujian Jinhua for futile reasons, so that China's memory chip industry stagnated.
It is also the best Micron, so when it was announced last year, the old United States was also the story of stricter export controls under the new rules, namely the guidelines for sanctions on 14nm and the next process, which determines the memory chips.
Because our memory chips have basically broken through the localization, Changxin Storage is the main DRAM, Yangtze River Storage is the main NAND, and the Yangtze River Storage has more than 200 layers ahead of SK hynix, Micron and other giants. So we analyze Micron, this is also common sense, and more foreign media directly believe that this is the first time that China has imposed sanctions on American chip giants, and it also highlights the first time.
There are even some former U.S. ** claims that China, while responding accordingly, is also pressuring the former U.S. and its allies to ease restrictions. Although we did not directly announce some specific details of Micron's audit, it is very clear that this time Micron is basically difficult to make a difference in China.
In fact, Micron's analysis may be just an appetizer, and many people in the industry said that the next company is still who, and even some foreign media said that China should choose to be tough to the end.
On the same day that Micron was reviewed in China, Japan also announced export restrictions on specific equipment, including deposition and etching, and imposed export controls on 23 kinds of wafer manufacturing equipment, including deposition and etching. More than 20 days ago, the Netherlands also announced the implementation of export restrictions on the most advanced DUV lithography machine, and ASML was also deeply involved, but some time ago when China held a high-level meeting, the president of ASML also sincerely visited China and made his position clear.
Many industry insiders speculate that this may well be a warning to Japan. After all, on the day of Micron's review, Japan also announced a restriction on 23 specific devices, so the possibility is also very high.
But through Bloomberg's information, we realized that our next target was not ASML or Japan, but three other established American tech giants. The giants they propose are Intel, Qualcomm and Broadcom. These companies are world-renowned enterprises, and China is the largest consumer electronics market, so their dependence on us is naturally higher than that of Micron.
The revenue of these three American companies and China also accounts for a very high proportion, Micron has reached about 10%, and it is still declining after the data comes out, Intel is about 30%, Qualcomm is up to nearly 70%, and Broadcom is also about 35%. As a result, the U.S. claims that the market share of these three U.S. companies is higher than that of Micron, which increases the likelihood of modifications.
Since the former United States always sanctioned Chinese companies with some frivolous reasons, our analysis of Micron is also a response to the former United States. Although we are only analyzing Micron, Micron's stock price has been ** for some time, and the other three American companies do not want the same thing to happen to themselves. But again, our analysis of the business also makes sense"The body is not afraid of shadows"If it is a foreign enterprise that is operating normally, we will definitely look at it with an open and inclusive mind.
Although we have been taking a tolerant attitude, but our tolerance also has a certain limit, once the company Chinese side of the violation, we will give a series of countermeasures, the corresponding consequences are unimaginable, the small bitter fruit may be the decline of the company's performance, the big bitter fruit may never be able to step into the Chinese market.