If you cheat, money will follow

After Changning Storage announced its 128-layer stacked flash memory chip, it relied on its unique Xtacking crystal stack architecture to lead international technology manufacturers in terms of memory chip capacity density, read and write speed, and stability.

In terms of R&D cycle, production cost, etc., it is also lower than V-NAND (South Korea), cuA (Micron, Intel), BicS (KioXia, SK Hynix, Western Digital) and other architectures.

This poses a direct and substantial threat to major technology manufacturers.

The Korean media naturally thought of the panel and said bluntly:

"Changning Storage has become the global leader in 3D NAND, posing a severe challenge and substantial threat to our country."

The Japanese media thought of cars, but their attitude was more optimistic and positive:

"Changning Storage uses its own advantages to accelerate the commercial application of flash memory chips, which will bring more opportunities to the competition in the semiconductor storage industry."

It is obvious that the Japanese media do not regard Changning Storage as a threat due to their own status.

They are quite happy with the rise of Changning Storage.

Because the glory of Japanese storage has completely become history.

In 2012, Elpida, formed by three companies: Hitachi, NEC, and Mitsubishi, collapsed.

This year, Toshiba Storage, the only remaining company, sold itself to Bain Capital and changed its name to Kioxia, losing its last position.

It's sad to think about it.

In the 80s, they monopolized the global storage market.

Sanxing was their horse boy (actually the 25th boy) at that time, the kind who rode in front of the horse and waved the flag and shouted.

As time goes by, the second and fifth boys become the eldest, and the eldest is marginalized.

The North American media is more ridiculing.

"A few years ago, the government started a chip war with China on the grounds of national security, and now the results have come out."

“After Micron successfully lobbied, Changning Storage was added to the entity list, and then they took the lead.”

"It's strange that companies on the entity list are making great strides, while companies outside the entity list are stagnating. I'm curious, what is the purpose of our political sanctions?"

"Meiguang asked Zheng F to build a perfect safe house for himself. Now the roof of this house has been demolished by Changning Storage."

Magnesium is in a hurry.

Their CEO came to the White House again and did the same thing as before.

"Mr. President, we must take further action, otherwise the price of the memory chip market will be completely distorted by them." Micron CEO said.

"Oh? Price distortion? No, only your magnification can be distorted." King Dong shook his head and said sarcastically.

"Mr. President, we cannot be careless. This matter will become very serious. They will definitely dump them at low prices, just like panels, TVs, refrigerators and batteries. By then the world will be flooded with their memory chips, which will affect National Security."

"Fuck national security." Wang knew that he had a headache now. He threw out a document and threw it in front of Micron CEO:

"I suggest you take a good look at this report..."

"From silicon wafers, photoresists, targets, polishing, electronic special gases..."

"Then to photolithography machines, etching machines, cleaning equipment, packaging and testing equipment..."

"They can make any equipment or materials needed for memory chips themselves."

"This is what you think is caused by national security. Mr. Sanchi, you should tell me now, how to impose sanctions?"

Micron CEO Sanchi looked embarrassed: "We can strengthen cooperation with allies and key partners to jointly deal with this upcoming market price distortion."

"Huh? Mr. Sanqi, do you think they have no weapons?" King Dong raised his eyebrows and raised the corners of his mouth, showing a sense of intellectual superiority, looking down at Sanqi:

"I can even guarantee that once we ask our so-called allies to do anything, they will verbally agree to our cooperation, and then secretly encourage China to ban our sales of solid-state batteries, and then they will make a fortune."

"When the time comes, our allies will be happy and sell their electric vehicles to any corner of North America, and these electric vehicles will be riding on any road in North America."

"And our cars from Ford, General Motors, Chrysler, etc. can only be parked in the factory. Do you believe it?"

Although North America already has its own solid-state batteries.

However, the energy density is only 1/2 of Kirin batteries, and the cost is three times that of Kirin batteries.

In addition to North America's own special field.

No one in the civilian field wants to use this kind of battery with high cost and poor performance.

Sanchi left the White House disappointed, and was greeted by...

National Day is a day when the whole country celebrates and hundreds of millions of people travel.

The Cyberspace Administration of China issued an announcement:

"After reviewing Micron's products sold in China, it was found that its products have serious network security risks, causing major security risks to my country's critical information infrastructure supply chain and affecting national security."

"According to relevant regulations, the conclusion that the network security review will not be passed is made in accordance with the law."

"In accordance with laws and regulations such as the Cybersecurity Law, domestic critical infrastructure operators should stop purchasing Micron products..."

This announcement attracted global attention and aroused strong reactions in North America.

A spokesman for the North American Department of Commerce said:

"We firmly oppose restrictions that have no basis in fact."

"The recent raids on Chinese companies are inconsistent with advocates of opening up the market and creating a transparent regulatory framework."

"We lodge a solemn protest and hope to have further communication on this matter."

"At the same time, we will discuss with our allies to coordinate and respond to the current situation that this approach has caused distortions in the memory chip market."

An official from the North American House of Representatives Foreign Affairs Committee even fiercely criticized:

"They are like the mafia, they are bullying us! We cannot give in or compromise! We must fight back!"

This sentence amused the North American media.

Washington Post: “Our government has sanctioned thousands of the other side’s companies, but the other side has sanctioned one of our companies. Our officials believe this is bullying us.”

Fox: "Obviously, our officials lack sufficient experience in facing sanctions. I suggest they go to China to learn more and see how their officials deal with sanctions."

CNN: "It's strange. We sanction them for national security, but they sanction us for bullying."

Meiguang is calm in the face of sanctions.

Faced with solid evidence, they didn't think it was bullying.

In an interview with the media, a Micron spokesperson said:

"It's a pity. We are evaluating the relevant conclusions and studying the next steps. We still hope to continue to communicate with relevant departments."

Interestingly, on October 10, shortly after the announcement was released, the global flash memory chip market collapsed.

Samsung was the first to react and cut prices!

On Cat Factory and Dog Factory, a 1TB solid-state drive previously cost 2400 yuan, but now only costs 1000 yuan;

A 512G solid-state drive originally cost 1400 yuan, but now it only costs 799 yuan;

then.

The prices of solid-state hard drives with flash memory particles such as SK Hynix, Micron, Kioxia, and Western Digital have dropped across the board, starting at half the price.

120G solid-state drive only costs 99 yuan, with an average of 1.21 yuan/G.

Changning Storage's commercial products are still more than a month away from being launched.

Netizens were absolutely delighted.

"Thank you to the North American government for allowing us to use cheap solid-state drives. When will they sanction our real estate? We want cheap houses to live in."

"Damn it, Changning Storage's products haven't been launched yet, so why are you doing this? Are you planning to join forces to kill them?"

"Strangulation? Once domestic technology breaks through, domestic companies will use counter-cyclical methods to beat Samsung until it vomits blood."

"You can wait a little longer. When the pellets stored in Changning come out, the price will drop."

What’s even more interesting is that on October 10, the Financial Times exposed it.

North America is putting pressure on the South Korean government.

They severely warned the South Korean government and urged its memory chip manufacturers not to fill any market gaps left after Micron was sanctioned.

Samsung: "..."

SK hynix: "..."