Sunday, April 23rd 2023

U.S. Asks Samsung and SK Hynix Not to Support China's Ban on Micron Technology by Filling Shortfalls

Earlier this month, it was reported that the Chinese Government could retaliate to the U.S. ban on YMTC by banning Idaho-based Micron Technology from selling memory products to Chinese firms—something that can severely hit Micron's bottom-line if you consider the various smartphone brands and PC OEMs based out of China, not to mention foreign companies that manufacture the entire spectrum of consumer electronics in China.

While Beijing is still making up its mind on whether go ahead with this ban, Washington threw a wrench in the works, by "urging" South Korean memory giants Samsung and SK Hynix not to fill the shortfall in supply left by a ban on Micron. It stands to reason that a similar request has been made with Kioxia, which is majority-owned by Bain Capital. Therefore, if China were to ban Micron, it would have to do so only after scaling up production at YMTC to make up for the supply, or end up with a chip shortage that can hurt Chinese ICT and PC firms in the immediate aftermath of the ban.
Source: Reuters
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15 Comments on U.S. Asks Samsung and SK Hynix Not to Support China's Ban on Micron Technology by Filling Shortfalls

#1
Easo
The more this moves forward, the more cynical I become.
Posted on Reply
#2
Toothless
Tech, Games, and TPU!
EasoThe more this moves forward, the more cynical I become.
Probably shouldn't take tech news personally.
Posted on Reply
#3
Easo
ToothlessProbably shouldn't take tech news personally.
This thing goes much further than tech news and at minimum will indirectly impact good part of the world, likely me and you included. We are on the verge of trade wars, with real chance of actual one, well, another actual one. While in the meantime I hear endless crap about "world based on rules", "free trade" etc. Cynical, as I said.

Oh well, we all know this thread will get locked anyway.
Posted on Reply
#4
kondamin
might be a nice quid pro quo to get rid of that 300 million law suit and other irritants in the US
Posted on Reply
#5
R0H1T
Yeah good luck enforcing that, US (govt) or not the businesses will support whichever regime is good for their top/bottom line!
btarunrby "urging" South Korean memory giants
Or threatening them with bans?
Posted on Reply
#6
Fatalfury
its funny how Americans try to CONTROL the world...
china literally makes 99% of all electronics thats imported to America.

China has the power to literally destroy any electronic company of the US if they want to.
becuase literally evrything from Apple's to Dell is made in china.
Posted on Reply
#7
maxfly
Fatalfuryits funny how Americans try to CONTROL the world...
china literally makes 99% of all electronics thats imported to America.

China has the power to literally destroy any electronic company of the US if they want to.
becuase literally evrything from Apple's to Dell is made in china.
lol. That's quite the leap.

It's funny how foreigners always get Americans sooo, so wrong. Controlling the world? Pfft, faaarrr too self absorbed to care about the rest of the world.

Two points. Americans don't give two squirts about Micron or Chinas threats towards them. 99% have no idea who or what Micron is and worse yet, would likely claim they're foreign owned.

Point 2. The #1 rule of business. You never ever mess with the money. Without those American dollars, Chinas manufacturing sector and economy, goes kaput. Your theory is economic suicide. Sabotaging one company would immediately start an American exodus. XI is alot of things, stupid he is not. He knows his nations reign as the worlds cheap labor/manufacturing clearinghouse is on borrowed time. 1st world countries are on notice, relying on one source is dangerous and foolish. Xi knows that's the mindset and isn't going to jeopardize the current cash flow if he can help it. In fact, he is going to do everything possible to encourage more (smaller)countries to invest in Chinese manufacturing. It's no coincidence that he's suddenly flirting with every foreign leader under the sun. That among other things not appropriate for this thread.
Posted on Reply
#8
Bomby569
The definition of zero sum game, and worst it makes things less peaceful, i guess the very thing these stupid brainless sanctions want to avoid (is it really?! i doubt it)
It's like hitting the dog for being violent making the dog even more violent
Posted on Reply
#9
Vayra86
EasoThis thing goes much further than tech news and at minimum will indirectly impact good part of the world, likely me and you included. We are on the verge of trade wars, with real chance of actual one, well, another actual one. While in the meantime I hear endless crap about "world based on rules", "free trade" etc. Cynical, as I said.

Oh well, we all know this thread will get locked anyway.
Thing is, humanity has a knack for always escalating. Its how we landed at nuclear weapons at some point.

Trade is no different. We play nice until that's no longer a valid way to win the game. Then we stop playing nice, until a new status quo is reached. Expecting ANY government to play nicer than that is naive. We don't work that way, our systems don't support that either, despite all the fancy talk about how great rules and regulations are. The moment one party crosses that line, everyone does. Who was first in the trade business to cross the line? An interesting question, complex as well.
Posted on Reply
#10
Easo
Vayra86Who was first in the trade business to cross the line? An interesting question, complex as well.
Honestly it is an interesting question. Well, as you said, humans are gonna human, so... probably all parties involved, with stances and percentages changing over time as power "rankings" changed.
Posted on Reply
#12
TMU
The end game of all this sanctions are higher tech prices.
Posted on Reply
#13
Fatalfury
Two points. Americans don't give two squirts about Micron or Chinas threats towards them. 99% have no idea who or what Micron is and worse yet, would likely claim they're foreign owned.
just because they dont know what micron is doesn't mean the aftereffects wont be real... its like saying just because a american citizen has never heard or cared what TSMC company does for them and entire world.. i dont know if they shutdown or die...lol
Without those American dollars, Chinas manufacturing sector and economy, goes kaput. Your theory is economic suicide. Sabotaging one company would immediately start an American exodus.
yes that is indeed true.. i m sure china knows America will try all its tricks in its book to prevent technological development in china. banning evry company form it and whichever gets sucessful .. try to destroy like Huawei,Tiktok,ZTE etc.
china would have already started to prepare for the worse and become self-independent from rest of the world. even if it means "without American technology" after 20 years.
Posted on Reply
#14
JohH
Good luck with that.
Hynix, Samsung Electronics:
Posted on Reply
#15
N3utro
This actually makes sense for South Korea in their war against North Korea. NK is a communist state supported by China and Russia. Samsung and Hynix are 2 worldwide companies, big enough that they matter at the state level of SK. If Samsung and Hynix would provide chips to China, they would directly support the communists regimes they are fighting in the first place.
Posted on Reply
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