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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

China warns against Micron's cybersecurity risks

Products of Micron Technology, a US-based global supplier of semiconductors, sold in China have not passed a recent cybersecurity review, and operators of China's key information infrastructure should stop purchasing its products, said Cyberspace Administration of China in a statement on Sunday.
National Security Law Products Of Micron Technology Cyberspace Administration Of China Micron Technology Cyberspace Administration Cyber Security Law

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