The Facts
- It was revealed this week that Chinese chip maker Yangtze Memory Technologies Co. (YMTC) filed suit Nov. 9 against Micron Technology, accusing the US company of infringing on eight of its patents.
- A lawsuit filed in the US District Court for the Northern District of California alleges that Micron Technology hasn't paid its fair share to use patented technology owned by YMTC.
- YMTC named four products in the suit: 96-, 128-, 176-, and 232-layer NAND flash memory chips.
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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.
