The Spin
Anti-China narrative
YMTC, a partially state-owned company that’s much smaller than Micron, has a lot of gall suing for patent infringement, considering the blatant violations of patents carried out by Chinese companies over the years. Of course, any time a US company has sued over these issues in China, the court has sided with the Chinese companies. China should learn that respect for patents starts at home.
Pro-China narrative
YMTC’s size doesn’t matter in this case. The company is taking a bold stand for itself and the entire Chinese semiconductor industry against US bullying and patent infringement. The fact that it’s willing to go out on a limb like this and has requested a decision from a fair and impartial jury shows it’s confident it has a solid case.
Metaculus Prediction
There's a 50% chance that over 100 chips covered by the 2022 US export controls will be exported to China by 2032, according to the Metaculus prediction community.
