The American "Micron incident" came out with results, given the rules
Micron incident"More than just a business issue,"Kill the chicken and show it to the monkey", but to set the rules for the United States!
The United States continues to suppress and sanction Huawei in an attempt to limit its development in the world market. The United States, together with the United Kingdom, Australia and other so-called"Allies", continue to suppress and sanction Huawei, in an attempt to restrict Huawei's development in the world market, impose an embargo on Huawei, dismantle Huawei equipment, and attempt to weaken Huawei's position.
However, Huawei has not given up and has stepped up R&D efforts, investing more than 160 billion yuan annually to continuously improve its technical strength and competitiveness. Huawei has established an extensive chain and sales network around the world, and these channels have provided Huawei with sufficient funds and resources, and Huawei's patents in the field of 5G technology have surpassed those of American companies and become the world's largest patent holder.
There are many reasons for the restrictive measures imposed by the United States on Chinese enterprises, including the deficit and technological hegemony, especially in the entire Chinese high-tech industry chain. Connected Fish notes that the United States has put the so-called"Entity Inventory"Expanded to more than 600 companies, and even the short ** app TikTok was included in the list in an attempt"Keep it for yourself"。
It can be seen that the United States has completely failed to achieve the basic environment of equality, openness, and cooperation, and the restrictive measures of the United States have caused damage to both Chinese and American enterprises to a certain extent. Especially in some specific fields such as integrated circuit technology, the United States treats enterprises from other countries differently, resulting in different degrees of market protection and preferential treatment for American companies compared with China, which continues to actively promote investment liberalization.
However, this does not mean that we are easily intimidated. Thanks to the American memory chip manufacturer Micron Technology Inc"Don't play according to the routine", China conducted a security review of Micron's measures some time ago.
As expected,"Micron incident"The curtain has come to an end!At 20 o'clock some time ago, the products sold by the American chip giant Micron Technology in China failed to pass the cybersecurity review. Biden's team never expected that this time, they would be completely defeated.
From the audience's point of view, two words: deserved!This is the result of Micron's sin that it deserves.
However, Korean tablet companies did not expect that"Micron incident"After the incident, the company turned out to be with the United States"Can't get by", warning South Korea that if Micron withdraws from the Chinese market, South Korean tablet companies such as Samsung hynix will not be allowed to fill Micron's market share. Market share.
In the eyes of onlookers, whether Micron's analysis is ours or not"countermeasures"But the fact is that Micron Technology, as a memory chip giant with a global market, provides related storage products that are widely used in computers, servers, mobile devices, consumer electronics, industry, communications, automobiles and other fields.
However, it is itself to rely on"**"As early as 2017 and 2018, Micron began to increase its lobbying efforts for American politicians, especially in patents"Jinhua incident"Middle. Micron maliciously falsely accused Fujian Jinhua Company, resulting in Jinhua's 2018 lottery money being included in the restriction"list", unable to import important equipment and materials. If it weren't for Micron's betrayal, Jinhua would have achieved mass production a long time ago.
In addition, in the United States and Japan"The Semiconductor Race"At that time, Japanese semiconductors took the lead, and Micron and other American semiconductor companies were at a disadvantage, so Micron encouraged American politicians to take advantage of it"Anti-dumping investigations"The motives and means to mandate that the share of American companies in the storage market exceeds 20%.
This practice has given Micron an advantage for a period of time, but it has also created unequal competition conditions for other companies, jeopardizing the health of the entire industry.
Now, what is even more fearful is that American companies use this unfair competition to suppress Chinese companies, such as Micron also uses its own market advantages and patent rights to maliciously suppress the development of China's storage industry, such as Yangtze River Storage, Hefei Changxin, etc., Micron's intentions are obvious.
As for the flash memory chip market, according to market research institutions, in the fourth quarter of 2022, Micron's share of the global DRAM market was 233%, ranking third, with a share of 105%。
As a high-tech company, Micron has a high market position and strong technical capabilities. However, instead of respecting the market, American companies have done a lot of things behind the scenes that harm the interests of our enterprises. Micron's malicious behavior must be resolutely cracked down, so don't blame us for being ruthless"Kill the chicken and show it to the monkey"It's over!
In addition, the U.S. chip restrictions"Rules", so that a number of American chip giants such as Micron have been seriously affected. Huyuyu noted that Micron Technology had a net loss of 23 in the first quarter of 2023$1.2 billion, the first quarterly net loss since 2000. The day after the announcement, Micron's stock price rose 10%.
In addition, Micron plans to reduce its headcount by about 10% by 2023 through layoffs and voluntary layoffs. The result will be the loss of 4,800 jobs. Meanwhile, Interconnectfish also noted that Micron has also suspended bonus payments for 2023 and expects restructuring-related expenses to reach US$30 million (about Rs 200 million) in the current quarter. It is important to note that this also includes the amount of investment in capacity reductions and cost-cutting programs.
In general, Micron, as a world-renowned semiconductor company, its position and influence in the world market cannot be ignored, and this issue is not just a business issue"Kill chickens and make an example of monkeys", but also for the United States to set the rules!