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Tech war escalates as China bars Micron chips

Tech war escalates as China bars Micron chips

2023-05-22

The U.S.-China tech war escalated on Sunday, with China failing Micron in a security review. China says Micron products have severe cybersecurity problems and will be banned from key infrastructure projects. Micron says it looks forward to engaging in discussions with Chinese authorities. Experts believe the restriction won’t deliver a significant blow to the company, as only about 10% of its revenue is derived from China.

The tech war continues between the U.S. and China. After repeated U.S. sanctions on China’s chip sector, Beijing retaliated in March with a cybersecurity probe against U.S. memory maker Micron Technology. China announced Sunday that Micron had failed the review. It’s ordered operators of critical information infrastructure to stop buying Micron’s products.

News Anchor
CCTV
Micron Technology’s products have severe cybersecurity problems that could pose significant security risks to China’s critical information infrastructure supply chains. The company’s products pose a national security risk. Domestic critical information infrastructure operators should stop purchasing Micron products.

Micron has acknowledged the results of the review. It says it’s assessing its next steps and hopes to engage in dialogue with Chinese authorities.

Chai Huan-hsin
Photonics Industry and Technology Development Association
Currently, Micron’s production lines in China are limited to one testing and packaging facility in Xi’an. Its production centers are in Taiwan and Singapore. The sanctions will have some impact, but it will be quite limited. After all, Micron’s revenue from China has continued to decrease. The symbolic significance of the sanction could outweigh its actual impact.

Only about 10% of Micron’s revenue comes from its China operations, and so experts believe the sanctions will have a limited effect. According to a Financial Times report, the U.S. asked South Korea to ensure that Samsung and SK Hynix Semiconductor don’t “fill the gap” that’s left in China by Micron’s sanctions.

Chai Huan-hsin
Photonics Industry and Technology Development Association
The likelihood of them complying is not high. China is the biggest client for both Samsung and SK Hynix. They won’t just pull out of the Chinese market just because of the U.S.-China trade war or these chip wars.

Though China’s sanctions could hurt Micron’s revenue, the company’s operations are expected to remain largely unaffected. For now, the impact on the memory industry is minor, but with the U.S.-China chip war intensifying, sanctions could spread to more companies.

中國宣布封殺美光 專家分析:制裁效果有限

2023-05-22

美中科技戰,美方禁止先進晶片和設備出口中國,中國3月底也反制,調查美國記憶體大廠美光,現在宣布沒通過網路安全審查,禁止中國廠商採購美光產品。專家分析,中國業務占美光業務約10%,制裁效果有限。

美中科技戰激烈,美國多次祭出制裁,壓制中國半導體發展,3月底中國反制第一槍,調查美國記憶體大廠美光,進行產品網路安全審查,21號宣布沒通過,將制裁美光。

[[央視主播]]
“美光公司產品存在,較嚴重網路安全問題隱患,對我國關鍵信息,基礎設施供應鏈造成重大安全風險,影響我國國家安全,我國內關鍵信息,基礎設施的運營者,應停止採購”

美光也證實收到通知,正評估下一步,希望與中方進行溝通。

[[光電協進會特約研究顧問 柴煥欣]]
“其實美光目前在中國的產線,也就只有西安廠的封裝測試,而實際的生產,其實台灣跟新加坡反而才是重心之所在,可能(對美光)會有傷,但是傷害的程度畢竟是有限的,美光也持續在降低來自中國的營收,(制裁的)名目意義大於實質意義”

美光在中國的業務占比約10%,專家認為制裁效果有限。金融時報曾報導,美國可能要求南韓,請三星和SK海力士配合,不要趁機增加對中國銷售。

[[光電協進會特約研究顧問 柴煥欣]]
“機率也不高,因為無論是三星或海力士,其實中國才是他們重要客戶,不可能因為中美貿易戰,或者是這些晶片戰爭,就要乖乖退出中國市場”

中國拿美光開刀,公司可能失去部分營收,但因為占比小,對於記憶體產業版圖,影響不大,不過隨著美中晶片戰越演越烈,受影響的企業恐怕會越來越多。

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