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Who will benefit from China's Micron ban?

Following Chinas move on May 21 to prevent its critical IT infrastructure operators from procuring Micron products, citing national security concerns, China-based securities firms belive that it will drive the process of domestic substitution in Chinas low- to mid-end memory sector.
Cyberspace Administration Of China Capital Group Following China China Based Guojin Securities Huatai Securities Cyberspace Administration

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