Micron (Crucial) temporarily banned from sales and production in China
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The Reeferman
Seems highly damaging to Micron's production capacity and sales volume. Therefore I suspect Micron is gonna appeal or come to a settlement of some sort.
And also a situation the memory market can't use at the moment.
tunejunky
typical dirty pool Chinese-style.
in order to use the cheap labor in China, all companies that possess desirable technology must transfer some of that technology to China. whether cars, chips, tooling, what have you. it stinks, it's anti-competitive, and it applies to all industries.
UMC is a douchebag thief claiming theft.
i could tell you what i really feel LOL
Kaarme
Looks like the left hand of the Chinese government doesn't know what the right hand is doing. One part of the government is trying to make the RAM prices drop, while another part is now ensuring the prices will rise further. Brilliant.
Not that the governments in most other countries would be any different.
Stormyandcold
I've posted the same about how business works in China. However, my problem here is that UMC is Taiwanese.
Noisiv
right right...
I mean lifting 800M out of the poverty with an average annual growth of 10% over the span of 65 years in what used to be deeply underdeveloped agrarian economy, with rest of the world either openly hostile and doing everything in their power to undermine their efforts or simply trying to contain the red danger, then beating them in their own game while governing the 1.3B+ large Civilization
Sure sure, how hard can it be. Obviously the left hand doesn't know what the right hand is doing 🙂
tunejunky
i know that.
the issue is what we don't see as China is the opposite of transparent. especially in the tech sector.
then there is the fact that China regards Taiwan as a province, therefore Chinese and all of Taiwan's prowess rightfully belongs to them. which neither Taiwan or myself believe, but UMC may have cut a deal.
fantaskarsef
I'm just chuckling, shaking my head, and waiting for the next big news that DRAM and NAND are going to rise in prices yet again.
What the Chinese government does with their "cooperative agreements" is maybe anti-competitive, maybe foul practice, but it's smart af.
waltc3
Yep, China has been "appropriating" Western technology for decades, and the current US administration is trying to do something about it--but it is a thorny problem, especially when Taiwan is involved! Too bad we didn't do the lease for 199 years...;) Ah, well, hindsight is always 20/20.
fOrTy_7
That GDRR6 supply is shrinking fast now. 🙁
I hope it won't delay new GeForce cards, we waited long enough already.
warlord
Sooner or later, before 2019 we will have new gpus on the table. Don't worry much, it is pointless, really.
Fox2232
Yes, this is exact cause why China is waging economical war on US. US transferred most of their dirty manufacturing to China, got cheap products, China got economical boost at cost of heavy pollution in some regions.
China used that economy and holds large portion of US national debt. US went to kick China to balls because they believed that there will not be any retaliation since USD Value => Debt in China=> Value for China...
But China does retaliate.
And US only luck is that EU import tax is not small and EU is incapable to make trade deals on its own.
EU is like Big Retard with Mace. Retard wants free money. But is not competent in negotiations, so all he does is swinging the mace and asking for import money.
Stormyandcold
I'm not going to speculate here, especially not with politics involved.
What we do know is these companies have been getting together and price fixing, including Micron. It took for China to investigate for this to come to light. Without knowing who's right or wrong, all we can say is there's been some shady business going on which had nothing to do with China.
Kaarme
I'm not sure trying to control RAM prices was essential in lifting 800 million people out of poverty, but maybe you know something I don't.
Noisiv
It works on the same principle of projecting long-tearm goals and sticking to them without being asked for results 6 months later, without owing favors to special interest groups and without accountability to anyone but the guy above you, not even to the voting base... oops there is none.
To say that their left hand doesn't know what the right hand is doing on something as strategic as NAND/DRAM, completely misses the basics of their governing system.
The goal is 70% of their entire IC demand to be domestically grown by 2025. They proly won't succed. So what, it will be done by 2030.
Kaarme
I'm sure the consumers will be super happy DRAM prices will drop in 2025 or at least in 2030. But of course a one-party dictatorship doesn't really need to care about the consumer opinion.
And yes, what I say still holds true. In China it's made even worse by the rampant corruption, which means that even if the left hand does know what the right one is doing, it might totally ignore it and do things for its own benefit.
Btw, in the IT technology six months is already quite a long time. I mean, it was almost enough for Intel to render a brand new CPU generation obsolete by replacing it with a vastly superior new one.
Noisiv
Ignore or interfere with something that comes directly from the Politburo.
LOL be my guest bro
Koniakki
This lawsuit "loss" and temp ban(effective or not) doesn't seem like it comes at a too convenient time with the ongoing $8B lawsuit? Especially since it "only" affects the China Micron distribution? Were was again region wise, that $8B gov lawsuit? 🙄
Hmmmmmm.........
tunejunky
memory is not the cause of delay for team green, it's ditching the tensor cores from the consumer line.
NewTRUMP Order
Micron has plenty of other "factories" if you will. Im sure Micron got a fair trial in China. 🙄Just a bump in the road for them.
makah21
Region lock china with a wall, they can pay for it.
