Year: 2025

Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

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Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the ‘Origin’ Certification of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the tape-out location is recognized … Read more

Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

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Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

New Regulations Released, Industry Shocked On April 11, 2025, the China Semiconductor Industry Association issued an urgent notice regarding the “Origin Determination Rules for Semiconductor Products,” which has sent ripples through the semiconductor industry. This notice has garnered significant attention because it clarifies the critical issue of determining the origin of integrated circuits, stipulating that … Read more

Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

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Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

Click the blue text to follow us To prevent getting lost, please make sure to “star” us after following 🌟! Latest Major Release: Shelly Talks AI: Annual Outlook: In-depth Reflection on Key Events in AI and Social Development by 2025 (One article per year, over ten years) In the past two weeks, the global trade … Read more

Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

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Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

Event: On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the wafer fabrication location is recognized … Read more

New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

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New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

On April 11, 2024, the China Semiconductor Industry Association issued an “Emergency Notice on Clarifying the Certification Rules for the Origin of Semiconductor Products” (Zhongbanxie [2024] No. 12) to the entire industry. This document addresses the current disputes over the traceability of the semiconductor supply chain in the context of international trade frictions and establishes … Read more

Refinement of the ‘Wafer Fab’ Rules for Countermeasures Against U.S. Semiconductor Tariffs

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Refinement of the 'Wafer Fab' Rules for Countermeasures Against U.S. Semiconductor Tariffs

This article only summarizes the latest fundamentals of companies and the industry, and does not recommend buying or selling stocks at this time. This article does not provide individual stock operation guidance; investment carries risks, and one should be cautious when entering the market. . Customs Standard Update: U.S. Imported Chips Based on Wafer Fab … Read more

China’s Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

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China's Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

Your smartphone has suddenly become a battleground for international political games. Just last Friday, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products,” directly overturning the global chip industry’s playing field. How severe is this? The U.S. has just slapped a 145% tariff on chips made in … Read more

Refinement of the ‘Wafer Fab’ Rule for Countermeasures Against U.S. Semiconductor Tariffs

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Refinement of the 'Wafer Fab' Rule for Countermeasures Against U.S. Semiconductor Tariffs

Customs Standards Update: U.S. Imported Chips Based on Wafer Fab Standards, with a Focus on Analog Chips On the morning of April 11, the China Semiconductor Industry Association issued a statement, stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit … Read more

New Regulations on Chip Origin in China: Cutting Global Supply Chains with ‘Wafer Fabrication Location’

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New Regulations on Chip Origin in China: Cutting Global Supply Chains with 'Wafer Fabrication Location'

The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more

Navigating the 104% Tariff Pressure from the U.S.: The Path Forward for Silicon Carbide Wafer Manufacturers (As of April 2025)

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Navigating the 104% Tariff Pressure from the U.S.: The Path Forward for Silicon Carbide Wafer Manufacturers (As of April 2025)

Introduction to Senhui: Suzhou Senhui Semiconductor, supported by a strong research and technology team, focuses on providing comprehensive process solutions and wafer processing services for global compound semiconductor customers. The team members have years of experience in the semiconductor industry, possessing decades of rich capabilities in photolithography, thin film processes, epitaxy, bonding processes, as well … Read more