China’s state-controlled chip vendor Tsinghua Unigroup Ltd. announced plans to build a $30 billion memory chip in Nanjing, a city in eastern China. Tsinghua said it plans to build DRAM and 3D NAND flash at the Nanjing fab.
There's no way China will let this company fail. It will take a few years, but Micron will be in trouble.
I couldn't agree more. You are spot on.
Definitely Micron will be losing its cost effectiveness and significant business shares for end products manufacturing in China. Cause local contents or components will be favored by local manufacturers. This affects Consumer, Server, PC, Mobile and all other memory applications that manufactured in China. Micron can hardly beat with Tsinghua Unigroup, the company backup by China government.
I totally agree!