Micron took measures against other U.S. chips after the review, and China took further countermeasures
The U.S., together with the Netherlands and Japan, has imposed stricter controls on China's wafer devices to prevent China from developing processes of 14nm and above. The United States sees the world as barbaric and irrational under its rule, but China has not yet adapted to this situation and is constantly moving forward.
This move comes after CNET issued the "Statement on the Implementation of Cybersecurity Review of Micron's Products Sold in China", China's sword to the "heart" of the United States, indicating that China will stop unilateral tolerance of the brutal behavior of the United States, and it is also a warning to the United States' integrated circuits.
Micron can be said to be the largest semiconductor company in the United States, and since the United States sanctioned Huawei in 2019, Micron has cut off Huawei's supply of memory chipsIn the growth of China's memory chip industry, Micron and Fujian Jinhua's approach made Micron"The sins are great"And now, the Chinese side has also begun to suppress Micron. This attack was very accurate, Micron suffered losses in the last quarter of this year, and the losses in fiscal year 2023 have multiplied tenfold, and China's intervention has also put Micron in a situation of bankruptcy.
Micron's taking these measures will not have much impact on China, because Micron is only the third largest semiconductor company in the world, and its market share is much lower than that of South Korea's Samsung and SK hynix, and China also has two emerging semiconductor companies, so even without American semiconductors, China's high-tech industry is enough to be replaced by the semiconductor industry.
After China sanctioned Micron, two Chinese chip companies targeting the United States have also begun to exert pressure on the U.S. chip industry, once again hitting the U.S. chip industry and warning the U.S. that they can't think of themselves as the only country that can restrict others.
Chinese regulators have slowed merger filings for some U.S. semiconductor makers, including Intel's merger with Maxlinear, according to sources. Intel intends to spend $53 billion to buy the world's ninth-largest chip producer, Israeli Hi-Tech, Intel intends to strengthen its chip manufacturing industry and compete with TSMC, Samsung and other companies.
Meiling plans to spend $38 billion to buy Taiwan's Huirong Technology Company in order to enter the company's market. Silicon Wing is the leader of NAND flash memory control chips, because NAND flash memory is used in data centers and intelligent technology, so Meiling's acquisition of Wave Wing will help it successfully enter the above-mentioned potential market.
Whether the slow progress of China's two U.S. chip merger applications will have an impact on the merger process, or whether it will lead to a spike in the cost of these two companies, or even the possibility of a merger, will be a wake-up call for American capitalists to buy American chips in large quantities around the world, prompting them to take a more cautious view of China's policy.
China has dealt a big blow to the U.S. chip industry, and now the U.S. semiconductor industry is experiencing a "liquidation", profits, Micron, Intel and other companies have suffered losses, and China, the world's largest chip consumer market, if the relationship with China changes, the results of the introduction may make them unable to bear, Micron's example is a lesson from the past.
The United States is no longer the most powerful country in the world, and the United States once occupied 70% of the world's chip market, but now only 50% is left. American semiconductor companies were not competitive at that time, so the United States banned China's semiconductor industry, and the United States did this to repeat Japan's mistakes and use Japan to quickly curb China's semiconductor industry.
However, China is different from Japan, China has the strongest manufacturing capacity in the world, China has enough manufacturing capacity, this is also the best semiconductor production base in China, at present, China has 8 complete semiconductor production lines, only one, and China is also improving its own lithography machine production line, with its own technology, China's chip industry will become stronger, the United States wants to copy Chinese products, there is no point at all.