Foreign media: Micron still can't bear it
As we all know, the two most critical subdivisions of memory chips are non-volatile memory devices (NAND) and dynamic random access memory (DRAM).
And the former Samsung of South Korea and Micron of the United States are the well-deserved overlords of this track;But now, the overlord can't bear the "three-board axe" of China's core, and Micron has begun to change its face.
What is the confidence of China's sanctions against Micron?
In the field of memory chips, China is no longer just a consumer who can only "sprinkle coins", but has become a strong competitor, and has begun to stand up with the United States and South Korea.
Chip manufacturers including Changxin Storage, Yangtze River Storage, and GigaDevice are making great progress.
Changcun has achieved the world's first in NAND technology, and can even be called a world-class enterprise, but there are still problems with expanding production, and the Biden team is stuck in the neck of production equipment.
Focusing on the DRAM field, Changxin is relatively backward, about 3-5 technology nodes behind the world's mainstream, but it has begun to have the confidence of the competition of Western giants.
Among them, YMTC, founded in 2016, started directly from "0", focusing on NAND flash memory chips, which are used in mobile phones, computers and other storage products, and finally stacked flash memory chips to 232 layers and completed mass production, becoming the first in the world, accounting for 7% of the share.
With the opportunity of localization behind it and the confidence given by China Chip, in the first half of this year, China launched a strong attack on Micron, which has always participated in the sanctions of the United States Chip, and launched various security reviews.
Micron undoubtedly has a problem, and when the US core sanctions were launched, Micron was going to charge ahead!
How hard are Micron's sanctions against China?Biden awarded both medals.
How hateful was Micron in the past?
Relying on its own technological monopoly advantage, it has suppressed China's chips to the end, and has lobbied the U.S. Congress 170 times in the past five years, with the goal of suppressing the localization of China's local memory chips.
Our memory chip giant, Fujian Jinhua, was unjustifiably accused of infringement by Micron, for which Biden also awarded a medal to the boss of Micron.
But now Micron is wilting, and has asked for forgiveness from the Chinese side many times, if nothing else, this is all for the sake of money.
At its peak, Micron had made nearly $18 billion in revenue in the Chinese market, and now Micron has made huge losses in the Chinese market with revenues as low as billions of dollars.
With the acceleration of the localization of China's memory cores, Micron's Chinese revenue will decline further!
It doesn't matter if you fall a Fujian Jinhua, there are more people with lofty ideals in China, and the Yangtze River Storage has avenged a "revenge".
Something. As a result, Micron not only agreed to spend 4.3 billion yuan to set up a factory in Xi'an, China, but also gave up the suppression of Chinese chip companies.
Recently, Micron officially announced that it had reached a "global settlement" with Fujian Jinhua, withdrawing each other's complaints and working hard to repair relations.
Micron still can't bear it, if Micron doesn't work hard to solve the problem, then it is likely to lose the huge consumer market in Chinese mainland in the future, and now it must show sincerity.
Not only Micron needs the Chinese market, but also the three giants of American chips, such as Qualcomm, Nvidia, and Intel, are actively customizing chips for the Chinese market, and they are all trying to circumvent U.S. export restrictions.
These giants must show their sincerity, because this is the era chosen by the Chinese. I'm a tech creator