United Daily News (UDN), one of the primary Taiwanese news groups, reported that Micron Technology, a major U.S. memory manufacturer, has recently begun laying off employees in China. This personnel change is seen as part of Micron’s global strategic adjustment and is also a clear signal that Micron continues to shrink its business in the Chinese market.
The scale of the layoffs is currently unknown, but they primarily involve R&D, testing, and FAE/AE support teams, affecting employees in several Chinese cities including Shanghai and Shenzhen. Micron officially commented that this move was due to the continued weakness of mobile NAND products in the market, poor financial performance, and lower growth potential than other NAND opportunities. Therefore, it decided to stop the development of future mobile NAND products worldwide. Micron emphasized that this is limited to its mobile NAND product line, and the company will focus on high-bandwidth memory (HBM) chips for data centers and AI infrastructure, as well as NAND solutions for automotive, industrial and other fields.
In fact, with the background of the U.S.-China technology war, a couple of years ago, the Chinese Cyberspace Administration concluded that Micron’s products “failed cybersecurity review” and required operators of critical information infrastructure to stop purchasing them, which had a negative impact on Micron’s business in China. According to Micron’s financial reports, the proportion of its sales from China has dropped from 14.03 percent in fiscal 2023 to 12.1 percent in fiscal 2024. Micron indicated that some Chinese government-backed domestic competitors also pose a threat of intensified competition and oversupply in the Chinese market.
Source: UDN, August 13, 2025
https://udn.com/news/story/7333/8935871