Micron is refusing to supply server memory to Chinese data centers.

Company Micron plans to stop deliveries server memory в China's data centersReuters reports, citing internal sources. The decision is due to the consequences of the 2023 cybersecurity ban, after which the company's business in the region has failed to recover. According to the information, Micron will continue to collaborate with Chinese smartphone and car manufacturers, as well as with individual companies that own data centers outside of mainland China, including Lenovo.

Micron has not yet officially confirmed the information, but stated that it complies with all local laws and acknowledged the impact of the ban on its server division. As a reminder, in 2023, China excluded Micron products from all projects related to "critical information infrastructure," citing national security. This decision strengthened the position of Samsung и SK Hynix, and also increased demand for internal solutions from YMT extension и CXMT, despite their technological backwardness.

Reuters estimates that Chinese investment in AI-related data center infrastructure has amounted to about 3,4 billion last year. China accounted for approximately 12% of Micron's annual revenue, but the main source of growth was the US and other markets, where demand for HBM memory for AI accelerators.

Micron's departure will further limit China's access to Western memory suppliers, especially as Nvidia, Intel, and AMD Already constrained in the supply of high-performance processors due to US export regulations, the Chinese market remains a priority for South Korean and domestic suppliers amid geopolitical pressure, while American companies continue to reduce their presence.