Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products
China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation into Japanese dichlorosilane, further straining bilateral ties. Against this backdrop, Beijing's latest comments on localizing key semiconductor materials have attracted industry attention
