(Hong Kong Comprehensive News) After the Chinese official issued a ban on Micron, the largest memory chip manufacturer in the United States, many large Chinese server manufacturers, including the Inspur and Lenovo, have reportedly requested that the supplier to suspend delivery, including MeiguangThe module of the chip.
The Hong Kong South China Morning Post on Friday (May 26) quoted sources saying that the dynamic random storage memory (DRAM) chip used by the server has commoditized, and is usually supplied by Micron and Samsung Electronics.After stopping the purchase of Micron products, the supplier needs to spend some time to adjust the newly purchased alternative.
The China Internet Information Office reported last Sunday (May 21). After review, it was found that Micron's products had more serious network security issues, which caused major security risks to the supply chain of key information infrastructure in China and affecting national security.As a result, the Internet Information Office requires China's key information infrastructure operators to stop purchasing Meiguang products.
South China Morning Post pointed out that Lenovo and other companies suspended ordering and showed that the ban has directly affected Micron.
Micron's total revenue in 2022 was $ 30.8 billion (about S $ 41.6 billion), and the Chinese market contributed nearly 11%.According to Bloomberg data, Inspur and Lenovo are the largest buyers of Micron products.
Report analysis, China's official ban will also affect memory module manufacturers and third -party suppliers.Huatai Securities Analyst Huang Leping on Monday (May 22) told China Financial Magazine that Chinese memory module manufacturers will have to change their product portfolio due to Meiguang's ban.
After China issued a ban, the Chairman of the China House of Representatives Special Committee Gragel called on the Bayeng government to take revenge. The White House also pointed out that China ’s ban is“ not based on facts ”.
China Foreign Ministry spokesman Mao Ning said on Wednesday (May 24) that China ’s network security review of Micron's sales of products in China is implemented in accordance with the law, and it is decided to be based on facts.She emphasized that China's network security censorship does not reject the technology and products of any country for specific countries and regions.
