要小心MICRON的股票# Stock
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刚看到的新闻。
https://www.fool.com/investing/2019/06/16/more-trouble-for-micron-china-
unveils-its-first-do.aspx
More Trouble for Micron: China Unveils Its First Domestic DRAM Chip
...
Unlike its peer Fujian Jinhua Integrated Circuit, which was forced to halt
its DRAM efforts after Washington barred its access to U.S. technologies and
accused it of stealing trade secrets from Micron, Changxin uses a design
based on technology from Qimonda, an affiliate of German chipmaker Infineon,
which filed for bankruptcy a decade ago.
...
In the first half of fiscal 2019, Micron generated 66% of its revenue from
DRAM chips, 29% from NAND chips, and the remaining 5% from other types of
chips. Its total revenue fell 3% annually during that period, and analysts
expect its full-year revenue to plunge 23%.
Micron generated 57% of its sales from China in 2018. It also generated 13%
of its total revenue from Huawei in the first half of 2019. Micron suspended
its shipments of chips to Huawei in late May in response to the Trump
administration's decision to blacklist the tech giant from U.S. technologies.
This puts Micron in a painfully precarious position. If the trade war
escalates and evolves into a full-blown tech war, more Chinese companies
could dump Micron's chips and buy them from Samsung and other non-American
chipmakers instead.
Micron is in massive trouble
Micron generates over half its sales from China, and the trade war now puts
tremendous pressure on China to reduce its dependence on foreign chipmakers.
China can't ditch Micron overnight, but the appearance of domestically
developed DRAM and NAND chips indicates that its days are numbered. If
Micron gets locked out of China before DRAM and NAND prices recover, it
could face harrowing revenue declines for years to come.
...
https://www.fool.com/investing/2019/06/16/more-trouble-for-micron-china-
unveils-its-first-do.aspx
More Trouble for Micron: China Unveils Its First Domestic DRAM Chip
...
Unlike its peer Fujian Jinhua Integrated Circuit, which was forced to halt
its DRAM efforts after Washington barred its access to U.S. technologies and
accused it of stealing trade secrets from Micron, Changxin uses a design
based on technology from Qimonda, an affiliate of German chipmaker Infineon,
which filed for bankruptcy a decade ago.
...
In the first half of fiscal 2019, Micron generated 66% of its revenue from
DRAM chips, 29% from NAND chips, and the remaining 5% from other types of
chips. Its total revenue fell 3% annually during that period, and analysts
expect its full-year revenue to plunge 23%.
Micron generated 57% of its sales from China in 2018. It also generated 13%
of its total revenue from Huawei in the first half of 2019. Micron suspended
its shipments of chips to Huawei in late May in response to the Trump
administration's decision to blacklist the tech giant from U.S. technologies.
This puts Micron in a painfully precarious position. If the trade war
escalates and evolves into a full-blown tech war, more Chinese companies
could dump Micron's chips and buy them from Samsung and other non-American
chipmakers instead.
Micron is in massive trouble
Micron generates over half its sales from China, and the trade war now puts
tremendous pressure on China to reduce its dependence on foreign chipmakers.
China can't ditch Micron overnight, but the appearance of domestically
developed DRAM and NAND chips indicates that its days are numbered. If
Micron gets locked out of China before DRAM and NAND prices recover, it
could face harrowing revenue declines for years to come.
...
