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China reportedly boycotting Micron DRAM products
Monday, December 22, 2025 at 04:58 AM
Evidence suggests that China is implementing a boycott against Micron Technology's DRAM products, following regulatory scrutiny and restrictions previously announced by Chinese authorities.
Context
The Cyberspace Administration of China (CAC) initiated a de facto boycott of Micron in May 2023, citing national security risks. By late 2025, this regulatory pressure has reportedly forced the company to withdraw from the mainland’s data-center and consumer retail markets. While Micron continues to serve the automotive and mobile sectors, these restrictions represent a significant escalation in the ongoing semiconductor trade war between the United States and China.
The financial impact is substantial, with Micron projecting its China revenue to fall to roughly 7% of its global total ($2.64 billion) for fiscal 2025, down from over 12% in 2024 and nearly 25% historically. To mitigate losses and maintain a local presence, the firm is moving forward with a $1.52 billion investment in its Xi’an packaging facility, targeting less sensitive commercial sectors that remain outside the immediate ban.
As Micron retreats from critical infrastructure, the supply gap is being filled by South Korean competitors Samsung and SK Hynix, as well as domestic Chinese firms like YMTC and CXMT. This shift underscores an accelerating decoupling in the global AI and memory supply chain as China prioritizes domestic self-sufficiency over reliance on American hardware.
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