The fine ban is aimed at Micron, the US high-level comes forward, and the foreign media The mainland holds the "fate"?
As we all know, Huawei is still unwilling to bow its head in the face of the mandatory ban of the United States, and would rather die standing than live on its knees. However, American companies that are also facing a ban have little backbone from Huawei.
In the mainland market, which has not passed the safety analysis, some of Micron's products have also been banned. All this shows that Micron's activities in the mainland market are greatly threatened. In fact, Micron's reputation in the Chinese market is not very good, and in addition to the ban, Micron has been fined several times. For example, in 2015, Micron was found to have violated the anti-monopoly law and was fined more than 400 millionIn 2018, Micron was fined more than 6.6 billion yuan due to monopoly pricing problems.
Regarding this series of incidents, Raimondo said that American companies have not been treated fairly in the mainland market, emphasizing the difficulties of American companies doing business in China, and avoiding talking about the violations of American companies (not only Micron). His purpose is simple: to force us to lift the ban on the existence of American companies. In addition to these verbal denunciations, they have also used Samsung and SK hynix's market share in Chinese mainland to pressure them not to fill Micron's blank market.
A slap doesn't make a sound, but it also has to be sweetened. As a result, Micron has begun to make a big splash in the mainland market and is expected to invest 4.3 billion yuan in the future to further develop the Chinese market in order to fulfill Micron's commitment to Chinese customers. However, whether it was pressure or the so-called display of good behavior in the mainland, Micron did not fall for it, but once again made it clear: Micron needs to pass the security review.
I thought that Micron at this time would be as tough as Huawei facing the US ban, however, something unexpected happened - the top level of the United States intervened again.
According to reports, one of the key points of this high-level US visit to the mainland is Micron. Early last week, they reportedly tried to convince us to allow Micron's products to be sold normally in the Chinese market. To put it bluntly, it is to give Micron a way out. In this regard, foreign media bluntly said: Is this Micron's fate in the mainland?After all, Micron now seems reluctant to give up the mainland market, and even the US management seems unwilling to give up.
Personally, Micron does not want to give up the Chinese market, according to previous statistics, 20% of Micron's revenue comes from the Chinese market, since it has lost the Chinese market, it is difficult for Micron to find such a large volume to replace it for the time being. Of course, the most important thing is that Micron's abandonment of the mainland market does not mean that its competitors will also give up. For example, Samsung and SK hynix are already officially announced"Market filling ban"However, after receiving Micron's restriction order, many Chinese customers transferred orders to Korean companies.
At the same time, domestic memory chips are in the ascendant, and with the development speed of domestic chips, Micron's future of taking root in the Chinese market is too small. Losing a huge market, how can Micron protect its cutting-edge technology and competitiveness?That's why they've been reluctant to give up on this market.
Still, say theirs"Fate"It will be handed over to the mainland, which is a bit of an exaggeration.
Micron's loss of 20% of the market share would not be devastating, not to mention that they are still concentrating on the Japanese and Indian markets. And now they have been looking for Micron to lift the ban, it is nothing more than the ban of American companies in the mainland market that makes them feel tightened, after all, in the past, only the technological hegemony of the United States would have such an operation.
Secondly, the ban on Micron has also released a signal of the rise of domestic chips, and now they themselves hope to pass"Dumping tactics"to suppress the development of domestic chips, if one more Micron becomes a booster, it will naturally not be better. So I personally estimate that this is the reason why they really want Micron to lift the ban, instead of putting Micron's fate in our hands.
In that regard, what do you think of them continuing to spread again through the Micron incident?Please don't hesitate to leave a message, like and share on this topic!