ah ? ça n'est pas déjà le cas ?
D'après ce que j'ai lu, Les Etats-Unis considèrent CXMT et YMTC comme proches de l'armée chinoise, un peu comme Huawei, et leur avaient même interdit l'accès aux technologies DRAM, que les chinois ont quand même réussi à produire. Leur position s'était semble-t-il un peu assouplie, mais en début de semaine, ils ont préparé une nouvelle législation pour bannir ces entreprises de tous les produits destinés aux agences et administrations américaines, qui serait effective le 20 Avril.
Le problème est que les constructeurs américains, s'ils veulent aux administrations américaines, ne pourraient plus se fournir chez ces entreprises chinoises.
Dans le contexte schizophrène actuel, je n'ai guère de doute que cette législation sera adoptée.
Il ne manquerait plus que comme pour Huawei, les européens s'alignent sur leur "allié" américain...
En plus de la pénurie, il y a ces considérations géo-politiques. On verra combien de temps ils vont tenir sur cette position...
Voir par exemple le site wwwcftech :
The U.S. Moves Once Again to Ban Chinese Memory; CXMT & YMTC Could Soon Be Banned from Several Government Devices
Muhammad Zuhair • Mar 2, 2026 at 01:01pm EST
The US is working on legislation targeting Chinese memory suppliers, and according to a new proposed 'rulemaking', the use of YMTC and CXMT could be banned for government products.
YMTC, SMIC & CXMT Are Now Targeted In a Proposed Legislation, Limiting Their Adoption Across Commercial Products
The debate over integrating Chinese memory into consumer-grade products has emerged recently amid DRAM shortages. The 'Big 3' suppliers are currently busy with enterprise demand, leaving little capacity behind for consumer products. However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. Under a new rulemaking issued by the Federal Acquisition Regulatory Council (FAR), the use of chips from CXMT, YMTC, and SMIC is intended to be cut off from commercial products.
The US is working on legislation targeting Chinese memory suppliers, and according to a new proposed 'rulemaking', the use of YMTC and CXMT could be banned for government products.
The debate over integrating Chinese memory into consumer-grade products has emerged recently amid DRAM shortages. The 'Big 3' suppliers are currently busy with enterprise demand, leaving little capacity behind for consumer products. However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. Under a new rulemaking issued by the Federal Acquisition Regulatory Council (FAR), the use of chips from CXMT, YMTC, and SMIC is intended to be cut off from commercial products.
When we talk about the consumer segment, one of the most significant problems with integrating CXMT/YMTC into laptops, mobiles, and PCs is that manufacturers will find it challenging to use chips from Chinese suppliers in a landscape where government use is forbidden. We have seen reports that major PC manufacturers have contacted CXMT about potential DRAM collaboration, but it would be interesting to see whether the talks materialize into an actual integration.
https://wccftech.com/the-u-s-moves-once-again-to-ban-chinese-memory/