[Financial Frontier] The chip war has been upgraded! Micron lobbies Congress to kill, targeting Changxin and Yangtze Memory! # Micron #Micron #wafer war #semiconductor #长鑫 Storage #长江综合 #科技War #China-US trade war #semiconductor equipment #memory #US stock analysis

Оригинальный автор：【肉球產經報】& 【Funny & crazy animals(AI)】

Первоисточник：https://www.youtube.com/embed/SunR_IgNVME

If I can’t beat you, just unplug your production equipment! The U.S.-China technology war has become heated again, and this time it is the American memory giant Micron that fired the first shot! Welcome to this episode of [Financial Frontier]! Today, the cute little [Rouqiu] analyst of the Meatball Sankeibo will give you an in-depth analysis of the latest geopolitical drama that will shock the global semiconductor circle in April 2026: Micron is actively lobbying the U.S. Congress in an attempt to comprehensively tighten semiconductor equipment exports to China! This fire is precisely aimed at China's memory duo: "Changxin Memory (CXMT)", which focuses on DRAM, and "Yangtze Memory (YMTC)", which focuses on NAND Flash. When the demand for AI computing power explodes, and high-bandwidth memory (HBM) and large-capacity storage become strategic materials, Micron’s move is undoubtedly an attempt to use political power to completely block the capacity expansion and process upgrades of Chinese chip factories from the "equipment source." Follow our footsteps and we will break down the trump card of this chip war for you: If the ban comes true, how big a crisis will China’s semiconductors face in terms of supply cuts? How will the supply, demand and quotation of the global memory market be reshuffled? Will Taiwan's memory factories and equipment manufacturers usher in transfer bonuses or geopolitical risks? Let you understand the semiconductor survival battle under the game of great powers, and accurately grasp the investment trends of the technology stock sector! 💡 Sankei Observer: In the semiconductor industry, “equipment” is the foundation of everything. Micron's lobbying strategy this time shows that the technology war has extended from a simple "ban on the sale of advanced process chips" to a "comprehensive containment of mature process equipment." This will force China to accelerate the localization of semiconductor equipment, but its production capacity expansion will be severely hampered in the short term. 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