Meiguang is such a jerk, he has great malice towards China!

Tech 2023-05-26 01:39:51 Source: Network

Recently, a company named Meiguang has made its debut in various news sections, but it is not just that this company is so legendary and has led the times. But such an international chip giant has been banned from sale in China, and its actions are deeply detested by our country

Recently, a company named Meiguang has made its debut in various news sections, but it is not just that this company is so legendary and has led the times. But such an international chip giant has been banned from sale in China, and its actions are deeply detested by our country. So, after China made breakthroughs in technology and was not afraid of being stuck, it decisively took action. The news immediately triggered an industry shock.

Meiguang Company is a company headquartered in the United States, mainly engaged in the storage chip business. In 2016, it began to impose a technology blockade on China and extensively lobbied the US government to impose sanctions on China, only to ensure that its profits in the Chinese market were not challenged. In 2018, the United States launched sanctions against China. As Huawei's partner, Micron announced that it would stop supplying goods to Huawei before the United States Department of Commerce issued a ban. It simply did not wait for the United States Department of Commerce's ban, let alone the suspension period of the ban. Although the Chinese market has brought massive profits to Micron, Micron has completely opposed China from all aspects.

This company's annual revenue in the Chinese market is as high as $17.357 billion, accounting for 58% of the company's total revenue. However, its long-term assets in China are only $440 million, accounting for approximately 1% of its global long-term assets, indicating that Meiguang does not attach importance to long-term cooperation with China. What's even more surprising is that in January last year, its Chinese R&D department was completely disbanded, and the United States issued technical immigration visas to more than 40 of its core R&D personnel, all of whom were brought to the United States. So let's not say that Meiguang has trained talents for China, and they are now truly Americans.

Unlike the unwarranted sanctions imposed by the United States on Chinese companies such as Huawei and DJI, this time China has caught the iron evidence that American companies pose a threat to security. They have left behind a back door in their products, posing a great threat to China's national security. In the face of the iron evidence, Meiguang is basically irrefutable. The United States needs to recognize the fact that commercial cooperation is not a game, let alone a zero sum game. The relationship between China and the United States needs to develop on the basis of peace, fairness, and mutual benefit. The United States needs to carefully consider whether its business partners are in line with our values and development strategy, and Meguiar's approach clearly violates this principle, which is typical of eating Chinese food and smashing Chinese pots.

Since Meiguang Group has been causing trouble since 2016, why are we only starting to clean it up now? This starts with the international landscape of storage chips today.

Once, the concentration ratio of the memory chip market was high, and both DRAM, NandFlash and NorFlash showed a oligopoly pattern. The DRAM market is mainly dominated by three manufacturers: Samsung, Hynix, and Meguiar, with a market share of about 48% for Samsung, and over 90% for Samsung+Hynix+Meguiar. The main players in the NANDFlash market are Samsung, Toshiba, Sandi, Micron, Hynix, and Intel, with Samsung accounting for approximately 36% of the market.

Meiguang Company is an expert in using administrative power to crack down on competitors and occupy the market, which is already a common practice for them. However, this mentality and approach aimed at cracking down on Chinese high-tech enterprises has angered many countries, especially China. The methods they adopt sometimes even go beyond the political and moral bottom line, and this behavior makes it difficult to understand whether they are truly a technology company.

The recent revival of the Jinhua incident in Fujian indicates that even if sanctioned by the United States, it does not necessarily mean that companies must go bankrupt. Of course, Meguiar's handling undoubtedly accelerated China's self-reliance and self-reliance towards semiconductors, which may have been an unexpected result for them.

In November 2022, Yangtze River Storage successfully challenged the 232 layer stacked NANDFlash technology, becoming the world's first manufacturer to break through the 3DNAND storage chip technology of over 200 layers. This put tremendous pressure on Meiguang Company, so it resorted to the same tactics and once again lobbied the US government to sanction Yangtze River Storage. At the same time, it also urged all its upstream and downstream companies to ban the sale of all components to Yangtze River Storage.

Even if Apple wants to collaborate! After Yangtze River achieved a technological breakthrough, Apple announced last year that it may seek supply of NAND storage chips from Yangtze River Storage, which sparked strong opposition from Micron and called for the White House to review to avoid potential national security threats. In the end, Apple had to make a concession and announced that it would not carry chips of Changjiang Storage on iPhone products sold outside Chinese Mainland to ensure national security. This decision led to the success of Meiguang Company, and its stock price immediately surged. Meiguang's behavior can be considered a bandit, just so despicable.

This incident once again highlights the lack of contractual spirit in the United States and the West, let alone the inability to govern, and the blatant suppression of the development of Chinese enterprises solely through the use of their status as rule controllers. At the same time, this also demonstrates the importance of China's independent design and production of core technologies. The United States and the West will not allow China's technological breakthroughs to occur, and will gather all forces to encircle them. Even more humorous is that the United States directly threatened South Korea before the Meiguang Group was banned from selling, and could not seize the Chinese market. Does South Korea dare to speak up?

At present, China is one of the few countries in the world that has mastered the full industry chain capability of storage chips. China already has 100% domestic production capacity, and the rest is to continuously increase production capacity and improve yield. These are the confidence we dare to say no to the United States.

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