Memory chip manufacturers in 2023, is really hurt badly, Micron, SK Hynix, Samsung these three giants in the first quarter of memory chip, total loss of more than 50 billion.
And in the second quarter, as prices fell further and demand continued to slump, institutions predicted losses would be even worse. Even Samsung, which likes to bet big in the trough, did not dare to bet, showing how grim the situation was.
Unlike other manufacturers, Micron has not passed the security review in the Chinese market, so it is estimated that it will lose about 11% market share at most. At present, there are media reports that Lenovo, Inspur and other manufacturers have stopped purchasing Micron chips.
Micron is the No. 1 maker of memory chips in the United States, with DRAM+NAND accounting for about 20 percent of the global market, so the impact on the U.S. chip industry is significant.
However, after Micron, the second largest memory chip maker in the United States, also failed to survive, laying off employees and merging with Japan.
The manufacturer is Western Digital. According to the media, Western Digital has started another round of layoffs, involving the Chinese mainland, Japan, Israel and other countries and regions, the proportion of about 7%.
In the DRAM+NAND segment, Western Digital's share is 5.6 percent, ranking fifth globally.
But in the NAND space, Western Digital is still strong, with a market share of around 15.8%, which puts it in fourth place globally.
Western Digital is said to be planning to merge with Japanese company Kaixia, not just to lay off workers, because it can no longer survive. Media reports say the two sides are close to reaching an agreement.
The combined company, Kaixia + Western Digital, would control 34 percent of the global NAND market, or one-third of the global flash memory market. The combined company will be 43% owned by Kioxia and 37% owned by WDC. The name will no longer be "Mei", but "Ri". Western Digital will no longer have control.
So, the global memory chip market, after Micron failed to pass the security review, and the merger of Kai Xia Western Digital, may see a big shakeout.
And Yangtze River Storage, Changxin Storage as the Chinese mainland's local memory chip enterprises, is expected in this wave of reshuffle, with the huge market in China, as well as the support of consumers, to take the opportunity to rise, to see whether can seize this good opportunity.