According to Phoenix Network Technology reported on September 30, American chip giant Micron (Micron) CEO Sanjay · Melot ( Sanjay Mehrotra) said that Huawei is the largest buyer of Micron In order not to lose Huawei, the company is applying for a new supply license from the US government, but there is no guarantee when or whether it will be able to obtain the license.
It is reported that under pressure from the United States, Micron has stopped shipping to Huawei on September 14. Affected by this news, Micron stock price fell nearly 4% in after-hours trading. In addition, Micron financial report shows that in 2019, Huawei's purchases from the company accounted for approximately 13% of total revenue. Recently, this proportion has dropped to 10%.
reports pointed out that once and Micron stop supplying Huawei, it will reduce its revenue by approximately US$2 billion (approximately RMB 13.63 billion). What makes the US company even more worried about is that the company is currently facing the problem of limiting supply interruptions to Chinese companies such as ByteDance.
At present, even if some US companies obtain supply licenses, the US semiconductor industry will inevitably be implicated. International Semiconductor Industry Association (SEMI) President Ajit Manocha said that under the restrictions of the US government, US chip manufacturing equipment exports lose more than 20 billion U.S. dollars every year ( approximately RMB 136.3 billion).
Huawei did not “sit idle” under the US actions. According to reports, so far, Huawei has invested in 17 chip companies including Zonghuixinguang, Dongwei Semiconductor , Haoda Electronics , and is actively engaged in chip research and development.
In general, regardless of whether U.S. companies can resume supply, for Chinese companies, the most important thing at the moment is to overcome the problems of core semiconductor technology, key materials, etc., so that the production and manufacturing of technology companies will no longer be "stuck" by external factors. important things.
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