Texas Instruments CEO Haviv Ilan made a statement during the earnings call that stirred the undercurrents of the global semiconductor supply chain. “If the Americans really ramp up the tariffs, our Chengdu factory is not to be underestimated!” said the Israeli executive, who leads the world’s largest analog chip company, while tapping his finger on … Read more
On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more
The new policy issued by the China Semiconductor Industry Association on April 11, 2025, shifts the integrated circuit origin certification standard from “packaging location” to “wafer fabrication location.” This change will accelerate the migration of global chip companies’ wafer fabrication processes to mainland China. As a critical validation step between chip R&D and mass production, … Read more
IntroductionRecently, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion.The “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” states that according to the relevant regulations of the General Administration of Customs, the place of … Read more
Feeling like your home computer is getting weaker, struggling to run AI tasks and turning into a slideshow? Are you subconsciously blaming the CPU?Often, the CPU isn’t entirely to blame! The real ‘culprit’ is something we don’t pay much attention to—storage!But now, the situation is about to change completely! Fudan University has developed a storage … Read more
1 Main Points ◼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more
1. Current State of the Chip Design Industry: Opportunities and Challenges The global semiconductor market is expected to grow by 15% by 2025, with AI, high-performance computing (HPC), and automotive electronics being the main driving forces. However, industry competition is becoming increasingly fierce: 1. Expansion of Mature Process Capacity: The share of China’s mature process … Read more
On April 11, Fast Technology reported that against the backdrop of the tariff war, the China Semiconductor Industry Association today issued an “Emergency Notice on the Certification Rules for the ‘Origin’ of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the … Read more
👆If you wish to meet often, feel free to star 🌟 and bookmark it~Source: Content from Brian Bailey, thank you. About a month ago, we shared an article about the dramatic decline in the success rate of chip tape-outs. For more details, you can refer to the article “Chips, at a Historical Low”. Regarding this … Read more
Have you ever touched a freshly baked smartphone chip? That silicon wafer the size of a fingernail is now a hot potato. According to Siemens EDA’s latest data, the global chip yield rate has halved for the first time—plummeting from 24% two years ago to just 14% now, more shocking than your child’s declining monthly … Read more