Ban Micron not only from selling their products in China but also to any Chinese companies or businesses operating in China - i.e. no Micron chips in any China-made laptop, PC, etc. Coupled with the massive slump in memory industry, this will be a huge blow to Micron.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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China should give south Korean memory companies some incentive to eat up some of Micron marketshare. It's a good way to manage the west and create some intra alliance stress and fighting points.
Money and market share are already the best incentives.
Exactly those two points are pretty much the reason why in the previous century imperial powers had two massive world wars with each other.
US urges South Korea not to fill China shortfalls if Beijing bans Micron chips.
SK companies:
What happened? I though that American politicians get mad every time an US company sell technology to China.
Shouldn't they be celebrating that China will impose export controls for them?
AHHHH Now I get it, American politicians know they are f*cking up their own companies royalty but they don't have the balls to suffer the pain alone, they want everyone to suffer the pain. It's like the friend who is stupid enough to jump in front of a moving vehicle and for some reason it expects that the rest do the same so they can share the same hospital.
lamfoo
With the chip industry in the worst slump since 2009, the equipment makers' lobbyists are telling the Biden Administration they can't live without China..
I think it is time to play hardball.
-Ban Micron
-If SK aids the US ban some products from SK too
They don't need to ban Micron. They just need to find out how much profit Micron makes operating in China. Let's say it's $10 billion. Then hit Micron with a $9.5 billion fine.
There are some rather weak takes here. Why would you reward SK memory companies in a case where Biden Admin is acting impulsively and about to give the entire market to YMTC?
The people that spoke about Micron case in China are convinced that Chinese gov't has strong proof that Micron is doing something shady and this will end up in a full ban for any Micron products in China. If Samsung & SK aren't allowed to replace NAND and DRAM on iphones, then Apple can make use of YMTC and CXMT product. If they don't want to or can't do that, then they don't have to sell phones in the greater China area. Chinese smartphone makers will gladly take over Apple's market share.
It's not like we are in a huge memory chip recession or anything. I'm sure there are just huge China sized market everywhere for Micron, Samsung & SK to go to. Oh wait, there is only one China. If they want to hand China to YMTC, then YMTC will gladly ramp up its production to 300k in a couple of years and have 20% world market share. YMTC should be working on plans for its next mega 200k wpm fab.
On the other hand, if the US gov't is threatening to withhold tools from Samsung & SK, it would encourage Korean companies to work more closely with NAURA and AMEC. Clearly, Chinese toolmakers can replace American tools for at least 128-layer production
Chinese gov't timed the Micron news pretty much right after it concluded YMTC can resume production. Which means, it was encouraging Biden Admin to do something reckless and they have just done that.
You mean, pull a Boeing?
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