Today (26), US chip maker Micron said it has resumed supplying some products to Huawei. It is expected that demand for Micron's chips is expected to pick up later this year. After the news came out, Micron's share price rose by 10%.

According to Reuters, Micron CEO Sanjay Mehrotra said that after evaluating the US ban on Huawei, some chip shipments have been resumed in the past two weeks. “We believe that it is legal to recover shipments of some existing products because they are outside the scope of export management regulations and are not within the limits of the physical list,” Mehrotra said on the investor conference call.

"However, the uncertainty surrounding Huawei is very large, and we cannot predict how long the number of products that can be shipped to Huawei can last." He said.

Mehrotra also pointed out that Huawei is Micron's largest customer, and the US ban on sales has caused Micron's third-quarter sales to lose as much as $200 million.

The US Semiconductor Industry Association said in a statement: "We have discussed with the US government and can now provide Huawei with products that meet the entity list and regulatory requirements."

In May of this year, the United States offered a ban on sales to Huawei. Then, on May 29, Micron issued an official statement stating that it has suspended supply to Huawei in compliance with all laws and regulations of the countries in which the United States and its operations are located.

According to the recent quarterly report of Micron, as of the first half of 2019, 13% of the revenue came from supply to Huawei, so after the supply is stopped, Micron will definitely look for other channels.

On June 19, according to the Nikkan Kogyo Shimbun, due to the US ban on Huawei, Micron delayed the new plant investment plan in Hiroshima, Japan.

In addition to Micron, according to the New York Times reported on Tuesday, Intel also resumed partial shipments to Huawei. However, Intel will not comment on this.