Micron Technology(US:MU) 国芯网·2025-04-10 04:35Group 1 - Micron plans to impose an additional fee starting April 9, 2025, to offset costs from new U.S. tariffs, affecting its entire memory product line, including DRAM and SSDs [1] - The majority of Micron's memory and SSD production is located in Asia, specifically Japan, mainland China, and Taiwan, which raises concerns for competitors like Samsung and SK Hynix [1] - Samsung and SK Hynix are expected to face similar challenges and may adopt comparable measures to Micron due to their production facilities being located in Korea and China [1] Group 2 - The U.S. government has a tariff exemption policy for semiconductors, but it is unclear whether it applies to chips or finished products, complicating the situation for storage semiconductors [2] - Storage semiconductors are typically sold as modules on PCBs rather than as individual chips, and the packaging business heavily relies on Asian manufacturing [2]