Micron Technology(US:MU) 半导体芯闻·2025-10-17 06:57Core Viewpoint - Micron Technology plans to cease supplying server chips to data centers in China due to the inability to recover from the Chinese government's ban on its products in critical infrastructure [1][2] Group 1: Business Impact - Micron generated $3.4 billion in revenue from mainland China last fiscal year, accounting for 12% of its total revenue [1] - The company will continue to sell products to Chinese clients with significant data center operations outside of China, including Lenovo [1] - The ban on Micron's products in critical infrastructure means the company misses out on the expansion boom in China's data centers, benefiting competitors like Samsung and SK Hynix [1] Group 2: Market Dynamics - China is the second-largest server memory market globally, and the investment in data centers surged ninefold last year to 24.7 billion yuan ($3.4 billion) [1] - Despite challenges in China, the global demand for data centers and related tools, driven by artificial intelligence, has offset these challenges, helping Micron achieve record quarterly revenue [2] Group 3: Employment and Operations - Micron's data center team in China has over 300 employees, but the number of jobs potentially affected by the exit is unclear [2] - The company has been laying off employees in China and has decided to halt the development of future mobile NAND products globally [2] - Micron continues to expand in other regions of China, including a chip packaging factory in Xi'an [2]