Why Chinese memory chips may not be a near-term threat to Micron - CNBC

This article analyzes why Chinese memory chip manufacturers are unlikely to pose a near-term threat to Micron Technology. Despite significant investment and progress in the Chinese semiconductor indus... Read original →

Chinese memory makers remain distant from threatening Micron due to systemic tech gaps. The EUV embargo doesn’t just block sub-3nm logic—it cripples DRAM scaling and yield, rendering domestic chips unfit for NVIDIA’s HBM demands. This bottleneck ripples upstream to EDA and advanced packaging, and downstream into AI server supply chains, trapping Chinese players in mature-node commoditization. For Micron, rising compliance costs are offset by deeper alliances with TSMC and Japanese material suppliers, reinforcing its high-end moat. Over the next 12–24 months, even aggressive expansions by SMIC or CXMT won’t breach the AI memory tier without EUV and premium materials. The real risk lies not in technical parity but in state-backed pricing distortions that could trigger anti-dumping actions and destabilize global memory economics.