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CITIC Securities: Micron Disbands Embedded Team in China, Sees Opportunities for Domestic Module Factories
2025-08-14 /
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Author：小编
Micron has undergone staff reductions in China, primarily impacting its embedded team, and has halted further global development of mobile NAND. According to CITIC Securities' analysis, this decision is anticipated to expedite the growth of domestic memory solution providers in capturing market share within the domestic embedded and mobile NAND sectors. Amidst a positive shift in industry sentiment, CITIC Securities remains optimistic about the short-term profit potential and long-term expansion prospects for these relevant vendors.
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