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TEXXR

Chronicles

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China says Micron's products caused “significant security risks to our critical information infrastructure supply chain” and warns operators against buying them

less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ Bill Bishop / @niubi : Did they even test the micron products, or is this completely political? Make sure you know the answer to this question before you opine on what it may mean https://twitter.com/... Henry Gao / @henrysgao : If anything, Micron is more of a security risk for what they did outside of China, rather than in China. https://twitter.com/...

Bloomberg

Discussion

  • @georgemagnus1 George Magnus on x
    Weird how when Chinese firms are sanctioned, there's a crowd that goes 'it'll backfire, China will try even harder'. When US firms are sanctioned, they go ‘disaster’. China bans Micron's products from key infrastructure over security risk via@FT https://www.ft.com/...
  • @beijingdai @beijingdai on x
    The products sold by Micron in China failed to pass the network security review, and the Chinese market has closed to Micron. Americans should have been prepared for this. They previously warned SK companies not to occupy the Chinese market vacated by Micron. [image]
  • @tphuang @tphuang on x
    For those asking, obvious China feels that domestic suppliers can step up & cover the Micron gap The one that should watch out is QCOM after the recent backdoor report https://news.cgtn.com/... If I were their CEO, I'd fly over to China now & do all I can to alleviate concerns ht…
  • @tphuang @tphuang on x
    https://news.sina.com.cn/... Looks like Micron failed the inspection by Cyberspace Administration of China & is now considered a national security risk Infrastructure operators no longer able to acquire Micron products. Interesting to see no wider bans of devices w/ Micron produc…
  • @c_c_krebs Chris Krebs on x
    This jumps right off the page: “The Micron review is the first investigation into foreign firms that was carried out by the cyberspace watchdog, which reports to a leadership group headed by President Xi Jinping.” As I was saying.... https://twitter.com/...
  • @lingling_wei Lingling Wei on x
    The Micron review was the first investigation into foreign cos carried out by Beijing's cybersecurity watchdog. It's a speedy one—less than 2 months after it's announced. The Micron ban applies to major Chinese cos, but impact could be broader. https://www.wsj.com/... via @WSJ
  • @annielinskey Annie Linskey on x
    Beijing bars Idaho-based Micron from selling its chips to big companies in China as leaders leave the G-7, taking exactly the kind of ‘coercive’ step that the leaders said they will work together to combat. Via @Lingling_Wei https://www.wsj.com/...
  • @schuldensuehner Holger Zschaepitz on x
    China govt effectively banned the use of Micron Technology memory chips in critical infrastructure, just one more step in the Washington-Beijing decoupling process. Micron chips are commoditized, so this is a low-risk ban for China. (via @knowledge_vital) https://www.bloomberg.co…
  • @theshortbear @theshortbear on x
    This impacts the revenue by up to 11%, however out of all chipmakers, it is the one where the impact of a ban is the lowest. https://www.bloomberg.com/... https://twitter.com/... [image]
  • @thonwingp Thomas Hon Wing Polin on x
    1/2 After years of playing defense, the Chinese have made their first major counterslap at the US in the latter's tech war against them. From Morgan in Singapore: “Well done, China. 🇨🇳 It's time America learned that two can play the same game.” https://www.scmp.com/... [image]
  • @trendforce @trendforce on x
    #TrendForce believes China's ban on Micron products won't alter the memory market's oversupply or landscape. Micron's dwindling footprint in China means a 10% revenue loss, spread among competitors, won't significantly affect the industry. @MicronTech https://twitter.com/...
  • @repwilliams Rep. Brandon Williams on x
    Beijing is trying to strangle American chip manufacturer, @MicronTech. It's time to accelerate #CHIPSAct awards and get production started at home! https://www.wsj.com/...
  • @niubi Bill Bishop on x
    Did they even test the micron products, or is this completely political? Make sure you know the answer to this question before you opine on what it may mean https://twitter.com/...
  • @henrysgao Henry Gao on x
    If anything, Micron is more of a security risk for what they did outside of China, rather than in China. https://twitter.com/...
  • @silvermanjacob Jacob Silverman on x
    Doesn't really seem like this haphazard trade war helps anyone. It's a globalized industry. https://twitter.com/...
  • @davidpgoldman David P. Goldman on x
    Best performers on CSI 300 Index in past week are semiconductor stocks. Micron is down 6% overnight after Chinese ban; Koreans (Samsung and Hynix) up slightly. Is this a bluff, or can China do without US memory chips? [image]
  • @pstasiatech Paul Triolo on x
    China's Micron ban creates chip dilemma for Samsung, SK Hynix Move could leave supply gaps but U.S. has urged South Korea not to fill them https://asia.nikkei.com/...
  • @birdyword Mike Bird on x
    Interesting to see what happens now, particularly the activity of the big Korean chipmakers in China - since they've reportedly been asked by the US not to actively fill the gaps left by US companies facing new restrictions https://www.ft.com/...