Regarding the ban on Micron in the mainland market, in fact, many laymen see jokes. After all, Micron has acted as a "pioneer" in the past in terms of restrictions on American semiconductors. Therefore, many people believe that Micron is indeed the darling of the US semiconductor industry.
And now, Micron, which claims to be the darling of semiconductors in the United States, has made some moths.
According to publicly available information, Micron has just signed a $15 billion union agreement. At the same time, Micron also said that it thought it would invest up to $100 billion in the United States in the next 20 years. Such a big deal is actually very surprising in terms of Micron's declining performance. Probably some people can see that this is an operation to draw cakes. But the purpose behind the painting cake is the focus of attention.
After Micron signed this agreement,The U.S. Department of Commerce announced plans for the first batch of chip subsidies at the end of the year, and called on more companies and local unions in the United States to reach such an agreement. Coincidentally, Micron has publicly stated that they reached this agreement for the huge chip subsidies in the United States. It is not difficult to see that the signal released by the attitude of Micron and American Semiconductor is that it is a good sign to receive chip subsidies from the United States and sign an agreement with the labor union.
At this moment, Micron has become the "pioneer" of American Semiconductor. Perhaps Micron is eager to obtain such chip subsidies, or perhaps the U.S. semiconductor industry hopes to use Micron to take the lead in bringing more foreign-funded enterprises into the scope of the trade union and further control the right to speak for these companies. In short, in any case, this determines Micron's role as a "pioneer". As long as U.S. semiconductors are needed, Micron will stand up.
What does this mean?
It means that Micron's so-called "vote" to the mainland is not a gesture of goodwill. As we all know, Micron wants to seize the mainland market, but also to lift the ban on the mainland market as soon as possible. Not only did it require the mainland to accept Micron's investment of more than 4 billion yuan, but it also participated in the CIIE rarely. This series of actions seems to be Micron's gesture of favor to the mainland market, after all, they have too much share from the mainland.
It stands to reason that Micron is likely to keep a certain distance from U.S. Semiconductor. After all, this is the only way to ignore his behavior of curbing the pioneers of mainland enterprises. But this is not the case now, so we should not remain in the self-righteous overtures, it is very likely that in the subsequent ban, Micron is still an important role in the United States Semiconductor.
In addition, Micron's current move has basically determined the situation of enterprises that want to set up factories in the United States, including CATL, which has set up a joint venture factory in the United States. That is, among the subsidies in the United States, there is also an agreement with the local union. Once we have come to this point, it is very likely that we will be passive in a series of aspects such as the so-called technical discourse in the future.
Of course, as far as the current situation is concerned, CATL has no way out, and the cooperation agreement between the two sides has been signed. However, this can also serve as a wake-up call to mainland companies that are already eager to set up factories in the United States, and local trade union agreements in the United States should be vigilant. After all, you don't want to follow the path of the big three American automakers, right?
Now, there are more and more regulations for setting up factories in the United StatesI don't know if Micron will be "attacked" by the outside world in this context?What do you think about this?Feel free to leave a comment, like and share this!