Large-scale manufacturers in Europe and the United States, as well as multinational distributors, will still be cautious about cooperation due to compliance risk management. It is unlikely to achieve large-scale order fulfillment in the short term.
Compliance pressure has eased, and the process of globalization is about to take a turn for the better.
The positive implications of this adjustment for the domestic storage industry mainly lie in three aspects:
Removing the "military-related" label has reduced barriers to commercial cooperation.
After the list was removed, the two enterprises were no longer labeled as "national security threats". The concerns of global consumers, industrial, server and other non-governmental sector customers regarding cooperation significantly decreased, clearing key obstacles for business expansion.
The confidence of the industrial chain has been restored, opening up the international market space.
The global storage market's supply and demand pattern continues to change. The cost and delivery advantages of domestic storage products are obvious. After the compliance pressure is relieved, it is expected to gradually return to the global mainstream supply chain system.
The industry demonstration effect has emerged, and the compliance defense approach has been verified.
This removal also provides a reference path for other domestic enterprises that have been listed on various US lists, for compliance rectification, legal proceedings, and multi-party communication, and has industry demonstration value.
The future policies remain uncertain. Long-term autonomy and controllability remain the core.
From the overall framework of the US' technology control over China, the adjustment of the 1260H list is a local and tactical adjustment. The strategic direction of restricting China's semiconductor industry development has not fundamentally changed. Moreover, in this update, a number of Chinese enterprises were still newly included, including Alibaba, Baidu, BYD, Speedtronic, TPLink, etc. Therefore, whether the list will change again in the future and whether other control measures will be intensified still remain uncertain.
For Changjiang Storage and Changxin Storage, the core tasks at this stage remain to stabilize production capacity, deepen technological research and development, and expand diversified markets. While alleviating external compliance pressures, they should continuously enhance their ability of self-reliance and controllability, and reduce their reliance on a single market and external technologies.
Overall, this 1260H list adjustment represents an important and positive signal in the development of China's storage industry. However, it is not the "end point", but rather a new starting point for steadily advancing globalization and autonomy in a complex international industrial environment.
