Recently, network security audit office in accordance with the micron companies selling products in China for the network security review.

Review found that meguiar's products exist serious network security hidden danger, to our country key information infrastructure of the supply chain have significant security risks, impact to China's national security. To this end, the network security audit office made not by network security review conclusion in accordance with the law. According to the network security law and other laws and regulations, I domestic key information infrastructure operators should stop purchasing meguiar's products.

The meguiar's products for network security review, the purpose is to prevent network security products harm national security key information infrastructure, is the necessary measures to maintain national security. China firmly promote high levels of opening to the outside world, as long as you abide by Chinese laws and regulations requirements, welcome various countries enterprise, all kinds of platform products and services to enter the Chinese market.



Critical information infrastructure operators should stop purchasing micron (can be expanded interpretation)

Critical information infrastructure operators should stop purchasing micron, means meguiar's products are excluded, purchasing policy interpretation can be expanded to the purchasing company. This portends meguiar's market share in China will be great down.

Meguiar's: in 2022, meguiar's revenue of $30.758 billion, including mainland China for $3.311 billion, accounting for 11%, as the second largest source of income.

According to the terms of the structure of products, meguiar's income in DRAM and NANDFlash $223.86/78.11, respectively, 74% / 24%, other major for 3 dxpointmemory and NOR about $561 million. At the same time, from the point of global stature, % 22 years DRAM25 third, NAND12%5, in the field of global DRAM, meguiar's as the global leader, share of about 45%.

Landed, meguiar's review of the electronic thought will greatly benefit the domestic memory chips, especially with meguiar's face to face with competition domestic memory chip manufacturer Beijing jun is, long xin, forever, mega easy innovation and so on, the subsequent domestic speed; At the same time, from the aspects of price, inventory and production capacity, we believe that the store is about to usher in a bottom, we continue to watch the storage plate bottom recovery expectations. Recommendations focus on Beijing jun is, deep technology, trillion innovation, at the same time focus on enami and dragon, jean valjean, east core equity shares, heng shuo, netac and: science and technology, shares and other store related company.