US Government to Expand Regulations on Chinese DRAM Manufacturers, Move To Benefit WD, Samsung, SK hynix & Micron

wccftech.com:

The US Government is reportedly planning to expand restrictions on the Chinese DRAM industry, with a possibility of an adverse effect on local manufacturers.

Based on reports by the Korean media, it seems like the Biden administration isn't planning to stop its restrictions on Chinese tech manufacturers, as the Bureau of Industry and Security (BIS) managed by the U.S. Department of Commerce, plans to survey around a hundred different companies in various fields to assess their dependency on Chinese suppliers. The results of the survey will then play a crucial role in how the US shapes its trade policy moving forward, and it is expected that the imposed sanctions could have their scope widened, even for defense-focused trades as well.

Reports suggest that a huge hit on Chinese DRAM manufacturers could be initiated, with the likes of Yangtze Memory Technologies (YMTC), Changxin Memory Technologies (CMT), and SMIC likely coming under fire.

The initial effect of this was seen when the Cupertino giant (Apple) canceled its memory chip acquisition from YMTC amid the US ban, which was a detrimental step for both parties since it not only disrupted the supply chain but resulted in huge financial losses for YMTC. It looks like the likelihood of business in the US for Chinese manufacturers is reducing to zero, as both nations move towards favoring "national security" ultimately giving rise to in-house production.

In the midst of all, companies like Western Digital, Samsung, and SK Hynix can see a huge upturn in demand from the industry for their memory products, mainly since the companies are Korean-based and have the green light to do business in the US. Moreover, since both of the firms have flagship-level facilities in China, they