Fight? The CCP also banned US chips Hong Kong media: China will not win Sino-US trade Trade conflict



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[Période New Dynastie de Beijing, 4 juillet 2018] The US semiconductor company Micron Technology sued the UMC of Taiwan and its partner in China, "Fujian Jinhua Integrated Circuit" last year. Steal their knowledge products. However, a CCP court recently ruled that Micron Technology will temporarily ban the sale of tokens. According to Hong Kong's "Economic Daily" report, according to the announcement made by Fujian Jinhua and Taiwan UMC on July 3, the Fuzhou Intermediate People's Court recently ruled that "the prohibition of prosecution (temporary ban) "was issued to Micron Technology. Some of its products will be temporarily banned from sale on the mainland.

According to the decision, Micron Semiconductor Sales (Shanghai) Co., Ltd. immediately stopped selling and imported more than ten types of SSD SSDs, Memory Cards (Dynamic Random Access Memory, DRAM) and related electronic chips. And to remove information about the above products, promotional links, purchase links, and so on. on their websites.

The court also ruled that Micron Semiconductor (Xi'an) Co., Ltd. immediately stopped the manufacture, sale and import of several DRAM memory products.

Micron Technology responded by saying, "The preliminary ban mentioned by the UMC and Fujian Jinhua IC in the statement of July 3 has not yet been received."

Touched by the news of the ban on the sale of the Chinese Communist Party, the price of Micron Technology fell by 8% that day.

The so-called "charge ban" does not equate to a judicial decision, but the outcome of the decision can be implemented as soon as it is served. The parties may request a review within 10 days from the date of receipt of the decision (only one possibility to request a review), but the ban will continue during the review period of the application.

According to reports, this case is only one part of a larger dispute between the two companies. Last year, Micron Technology accused Fujian Jinhua IC and UMC, stealing the trade secrets of Micron's memory chips to help the CCP develop its domestic chip industry.

Micron said that the two former employees of the company, after leaving the company, took technical information to join Jinhua, Fujian. Subsequently, Micron brought a lawsuit against Fujian Jinhua IC in Taiwan court, while simultaneously listing the UMC as the defendant for the responsibility of "not doing the best management".

Earlier this year, Fujian Jinhua IC and Taiwan Unicom, in the Fuzhou Intermediate Court, violated Micron's violation of its four patents.

It should be noted that Tailian had violated Taiwan laws because of the continent's affairs. In the early 2000s, UMC invested in Chinese chip makers and, at the time, it was not allowed under Taiwanese law.

Analyst: China won the lawsuit but lost the industry

Hong Kong "Economic Daily" reported that Macquarie Research badyst Drini Pajjuri pointed out that although China has won the lawsuit, she lost. Industry After the ban on sales of Micron in China, the price of related chips will show an upward trend, and electronics manufacturers such as mainland mobile phones will eventually suffer.

Srini Pajjuri estimates that although Meiguang has 50% of continental market revenues, Taiwan's Unicom and Fujian Jinhua trial-related product sales are much less than 50%. On the basis of currently limited information, the impact of the "no sale" on Micron's business could be short-lived.

It should be noted that Micron's share of the global market for DRAM and NAND chips reached 23% and 12% respectively. If the ban is extended for a while, this could lead to higher prices for continent-related products, particularly DRAMs, or a shortage.

In fact, the DeepTech DeepTech Deep Technology Technology Review of the continent also badyzed the fact that Micron is a provider of SSD modules for domestic Internet companies such as Alibaba, Huawei, Tencent, Baidu, etc. The server's storage products on the continental market will fall into a "frozen" state. Michael Every, head of the financial studies department of the Dutch cooperative bank in the Asia-Pacific region, has already pointed out that if the CCP took the semiconductor industry as a sacrifice for the Sino-US trade war, this would be like "moving your own feet". The products become non-competitive.

China is the world's largest semiconductor market, but no company is among the world's top ten semiconductor companies. The continent's memory chip market is increasingly concentrated in the hands of Micron and two Korean companies "Samsung" and "SK Hynix". The chip is crucial for supercomputers and smartphones.

The badysis estimates that Micron's "ban on sales" could once again aggravate Sino-US trade disputes.

(Full report of the reporter Xiao Jing / responsible editor: Ark)

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