Shanghai-based Chinese online news site Guancha recently reported that U.S. memory chip giant Micron Technology plans to exit its data center server chip business in China. Sources familiar with the matter said Micron will stop supplying server chips to Chinese data centers. In the future, Micron will continue to sell chips to customers in the automotive and smartphone fields in the Chinese market.
Micron responded in a statement saying, “We have a strong operating base and customer network in China, and China remains an important market for Micron and the entire semiconductor industry.” Micron also mentioned in the statement that its Chinese data center business unit was affected by the review from relevant Chinese authorities, but it claimed that the company always complies with applicable laws and regulations in the regions where it conducts business.
According to the financial report previously released by Micron Technology, its revenue for fiscal year 2025 reached US$37.378 billion. HBM (High Bandwidth Memory), used for AI data processing, is one of Micron’s most profitable products. Micron’s Cloud Storage Business Unit (CMBU), which focuses on serving global hyperscale cloud computing customers and includes HBM for data center customers, generated US$4.543 billion in revenue, a 213.5 percent year-over-year increase. The same financial report also showed that, mainland China’s share in Micron’s revenue was 14.03 percent in 2023, falling to 12.1 percent in 2024 (far lower than 52.4 percent from the United States and 18.7 percent from Taiwan), and will continue to fall to 7.1 percent in 2025.
It is worth noting that, in August Micron had launched a new round of layoffs in China, involving more than 300 R&D, testing and support positions. Micron is not the first multinational technology company to adjust its business in China. This year, many well-known technology companies such as IBM, Microsoft, and Amazon have adjusted their business in China.
Source: Guancha, October 14, 2025
https://www.guancha.cn/economy/2025_10_17_793684.shtml