London Daily

Focus on the big picture.
Monday, Sep 15, 2025

China bans chipmaker Micron from key infrastructure projects as tech row with US escalates

China bans chipmaker Micron from key infrastructure projects as tech row with US escalates

The announcement from China comes after the G7 summit in Japan over the weekend, where US President Joe Biden said the group's leaders had agreed to "de-risk and diversify our relationship with China".
Beijing has stepped up its feud with Washington after announcing products made by US memory chip giant Micron Technology pose a national security risk.

China's cyberspace regulator said on Sunday that following a review it found Micron products have unspecified "serious network security risks" that are a hazard to the country's information infrastructure.

It told users of computer equipment to stop buying products from the US company.

"The review found that Micron's products have serious network security risks, which pose significant security risks to China's critical information infrastructure supply chain, affecting China's national security," the Cyberspace Administration of China said on its website.

CAC's statement did not provide further details of the risk or which Micron products were deemed a threat.

Micron said it had received the CAC's notice of the conclusion of its review of the company's products sold in China, and looked "forward to continuing to engage in discussions with Chinese authorities".

The US, Europe and Japan are reducing China's access to advanced chipmaking and other technology they believe could be used in weapons.

While they have warned of unspecified consequences, Chinese officials appear to be struggling to find ways to retaliate without hurting the country's own smartphone producers and other industries.

Micron makes DRAM and NAND flash memory chips and competes with South Korea's Samsung Electronics Co Ltd and SK Hynix Inc, as well as Japan's Kioxia, a unit of Toshiba Corp.

Impact on Micron will be 'limited'

The company would experience limited impact by the latest announcement, according to Jefferies analysts, as its major customers in China are consumer electronics firms such as smartphone and computer manufacturers, not infrastructure suppliers.

"Since Micron's DRAM and NAND products are much less in servers, we believe most of its revenue in China is not generated from telcos and the government. Therefore, the ultimate impact on Micron will be quite limited," they said.

However, the company generated $5.2bn (£4.1bn) of revenue from China and Hong Kong last year, around 16% of its total revenue.

An official review of Micron under China's increasingly stringent information security laws was announced last month, hours after Japan joined Washington in imposing restrictions on Chinese access to technology to make processor chips on security grounds.

Last week, Micron announced a plan to invest up to 500 billion yen (£2.9bn) in Japan in extreme ultraviolet technology, becoming the first chipmaker to bring advanced chip manufacturing technology to the country that is now seeking to reinvigorate its chip sector.

The timing of the CAC's announcement was significant, as US President Joe Biden said on Sunday that G7 nations had agreed to "de-risk and diversify our relationship with China". They also agreed to establish an initiative to counter economic "coercion" during the summit in Hiroshima, Japan, over the weekend.

Meanwhile, British Prime Minister Rishi Sunak said in his address at the summit that China poses the biggest challenge in the world to global security.

He said China was the "only country with both the means and intent to reshape the world order".
Newsletter

Related Articles

0:00
0:00
Close
London Daily Podcast: London Massive Pro Democracy Rally, Musk Support, UK Economic Data and Premier League Results Mark Eventful Weekend
This Week in AI: Meta’s Superintelligence Push, xAI’s Ten Billion-Dollar Raise, Genesis AI’s Robotics Ambitions, Microsoft Restructuring, Amazon’s Million-Robot Milestone, and Google’s AlphaGenome Update
Le Pen Tightens the Pressure on Macron as France Edges Toward Political Breakdown
Musk calls for new UK government at huge pro-democracy rally in London, but Britons have been brainwashed to obey instead of fighting for their human rights
Elon Musk responds to post calling for the murder of Erika Kirk, widow of Charlie Kirk: 'Either we fight back or they will kill us'
Czech Republic signs €1.34 billion contract for Leopard 2A8 main battle tanks with delivery from 2028
USA: Office Depot Employees Refused to Print Poster in Memory of Charlie Kirk – and Were Fired
Proposed U.S. Bill Would Allow Civil Suits Against Judges Who Release Repeat Violent Offenders
Penske Media Sues Google Over “AI Overviews,” Claiming It Uses Journalism Without Consent and Destroys Traffic
Indian Student Engineers Propose “Project REBIRTH” to Protect Aircraft from Crashes Using AI, Airbags and Smart Materials
French Debt Downgrade Piles Pressure on Macron’s New Prime Minister
US and UK Near Tech, Nuclear and Whisky Deals Ahead of Trump Trip
One in Three Europeans Now Uses TikTok, According to the Chinese Tech Giant
Could AI Nursing Robots Help Healthcare Staffing Shortages?
NATO Deploys ‘Eastern Sentry’ After Russian Drones Violate Polish Airspace
Anesthesiologist Left Operation Mid-Surgery to Have Sex with Nurse
Tens of Thousands of Young Chinese Get Up Every Morning and Go to Work Where They Do Nothing
The New Life of Novak Djokovic
The German Owner of Politico Mathias Döpfner Eyes Further U.S. Media Expansion After Axel Springer Restructuring
Suspect Arrested: Utah Man in Custody for Charlie Kirk’s Fatal Shooting
In a politically motivated trial: Bolsonaro Sentenced to 27 Years for Plotting Coup After 2022 Defeat
German police raid AfD lawmaker’s offices in inquiry over Chinese payments
Turkish authorities seize leading broadcaster amid fraud and tax investigation
Volkswagen launches aggressive strategy to fend off Chinese challenge in Europe’s EV market
ChatGPT CEO signals policy to alert authorities over suicidal youth after teen’s death
The British legal mafia hit back: Banksy mural of judge beating protester is scrubbed from London court
Surpassing Musk: Larry Ellison becomes the richest man in the world
Embarrassment for Starmer: He fired the ambassador photographed on Epstein’s 'pedophile island'
Manhunt after 'skilled sniper' shot Charlie Kirk. Footage: Suspect running on rooftop during panic
Effective Protest Results: Nepal’s Prime Minister Resigns as Youth-Led Unrest Shakes the Nation
Qatari prime minister says Netanyahu ‘killed any hope’ for Israeli hostages
King Charles and Prince Harry Share First In-Person Moment in 19 Months
Starmer Establishes Economic ‘Budget Board’ to Centralise Policy and Rebuild Business Trust
France Erupts in Mass ‘Block Everything’ Protests on New PM’s First Day
Poland Shoots Down Russian Drones in Airspace Violation During Ukraine Attack
Brazilian police say ex-President Bolsonaro had planned to flee to Argentina seeking asylum
Trinidad Leader Applauds U.S. Naval Strike and Advocates Forceful Action Against Traffickers
Kim Jong Un Oversees Final Test of New High-Thrust Solid-Fuel Rocket Engine
Apple Introduces Ultra-Thin iPhone Air, Enhanced 17 Series and New Health-Focused Wearables
Macron Appoints Sébastien Lecornu as Prime Minister Amid Budget Crisis and Political Turmoil
Supreme Court temporarily allows Trump to pause billions in foreign aid
Charlie Sheen says his father, Martin Sheen, turned him in to the police: 'The greatest betrayal possible'
Vatican hosts first Catholic LGBTQ pilgrimage
Apple Unveils iPhone 17 Series, iPhone Air, Apple Watch 11 and More at 'Awe Dropping' Event
Pig Heads Left Outside Multiple Paris Mosques in Outrage-Inducing Acts
Nvidia’s ‘Wow’ Factor Is Fading. The AI chip giant used to beat Wall Street expectations for earnings by a substantial margin. That trajectory is coming down to earth.
France joins Eurozone’s ‘periphery’ as turmoil deepens, say investors
On the Anniversary of Queen Elizabeth’s Death: Prince Harry Returns to Britain
France Faces New Political Crisis, again, as Prime Minister Bayrou Pushed Out
Murdoch Family Finalises $3.3 Billion Succession Pact, Ensuring Eldest Son’s Leadership
×