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Micron was banned from SUVs, memory sticks and memory chips by the Fuzhou court in China because of its patent litigation with UMC. In total, it affected 26 products of Micron and the brand. Although there is analysis afterwards, this will not seriously affect Micron. However, as soon as this happened, Korean manufacturers became nervous. Because Samsung, SK hynix is bigger than Micron's memory, flash memory suppliers, they are worried that they will be subject to sanctions in the future.
The patent litigation between Micron and UMC began last year. UMC also sued Micron in domestic courts. The Fuzhou court issued a civil ruling on the prior cessation of patent infringement of the case involving Micron Semiconductor Sales (Shanghai) Co., Ltd. During the patent infringement lawsuit against UMC, Micron must immediately stop selling and manufacturing some DRAM and SSD hard disk products in mainland China.
After the incident was reported, Micron’s share price plummeted, but Macquarie analysts reported that this matter will not have a big impact on Micron, because once the Micron products are banned, the price of flash memory products will rise, which will affect Chinese companies, and Micron has not yet said Received an official ban.
But this incident has not only caused turmoil in the US semiconductor industry, but Korean companies have also become nervous. Micron is only a small part of the global memory market. South Korea's Samsung, SK hynix is the world's leading memory chip supplier. Samsung has a 45% share and SK Hyni has a 28% share.
South Korea's Businesskorea website quoted South Korean semiconductor industry executives as saying: 'We are busy meeting the market demand for DRAM and can no longer produce more semiconductors. The worst case is that Korean companies have been added to the sanctions list. China has not recently disguised their ambitions to control the Korean semiconductor industry, and is also conducting antitrust investigations on these largest DRAM suppliers.
According to the executive, Korean companies still maintain their technological superiority to Chinese competitors, so MIS supply disruption will also harm Chinese end-product manufacturers. He predicts that Chinese courts will eventually lift the ban. The ruling, but if the technical level of Chinese manufacturers can compete with Korean companies in the next few years, Korean companies will face greater sanctions pressure.
