Analysis of the Impact of Import Tariffs on Automotive Chips 1. Interpretation of Import Tariff Policies Impact of Origin Certification Adjustments: The adjustment of origin certification for import tariffs has attracted attention regarding its impact on automotive chips. Historically, during chip shortages, investment opportunities existed in the automotive supply chain and domestic alternatives. This time, … Read more
Electronics Industry (Semiconductors/Consumer Electronics) 2019 Annual Growth Logic: Domestic Substitution (Semiconductors) + Consumption Upgrade (TWS Earphones) Representative Stocks: Weir Shares (CIS Chips): +389.56% (Increased penetration of multi-camera in smartphones + demand for automotive cameras) Saintbond Shares (Analog Chips): +380% (Accelerated domestic substitution + merger expectations) Beijing Junzheng (IoT Chips): +378.05% (Smart video chip volume increase) … Read more
Data is a treasure Data treasure Investing with less worry On April 11, the A-share market closed with a total of 104 stocks hitting the daily limit, while 43 stocks failed to do so, resulting in an overall limit rate of 70.75%. Battlefield of Limit Up: Over 340,000 Buy Orders for Zhongyuan Home According to … Read more
Why will analog chips experience a double boost?1. Tariff policies catalyze accelerated domestic substitutionThe US-China tariff confrontation: In April 2025, the US will impose a 34% tariff on semiconductor products from China (combined with previous rates, the total reaches 54%), and China will retaliate with a 145% tariff on US chip imports. This move directly … Read more
The China Semiconductor Industry Association has issued an “Urgent Notice on the Recognition Rules for the ‘Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff code change principle, meaning the … Read more
Follow our public account, click the top right corner of the homepage “ · · · ”, and set a star mark to stay updated on the latest news in automotive semiconductors and join the semiconductor-related industry group. On April 12, 2025, GAC Group officially released 12 vehicle-grade chips at its Technology Day event. These … Read more
Company Name /Products Originating in the USA NVIDIA: Automotive Chips (Orin, with a small amount outsourced to GlobalFoundries’ New York factory) Intel: Core/ Xeon CPUs and Data Center GPUs (produced in Oregon and Arizona wafer fabs) Qualcomm: None (relies on TSMC/Samsung for outsourcing, with only design work in the USA) MPS: None (wafer fabs areTSMC, … Read more
Chinese consumer electronics have indeed been exempted, applicable under the latest exemption terms. (Products manufactured within China are also exempted) The exempt tariff codes 8517.13.00, 8471, 8517.62.00 cover Apple products manufactured in China, including smartphones, laptops, headphones, glasses, and watches. This means that all products produced by Apple in China and exported to the United … Read more
1. Star Topology with Switches We know that the most basic function and application of a switch is to centrally connect network devices. All network devices (such as servers, workstations, PCs, laptops, routers, firewalls, network printers, etc.) can be directly connected to the switch’s ports as long as the switch’s ports support the corresponding device … Read more
Abstract At 9:43 AM on June 23, the 55th navigation satellite of the Beidou system, which is also the last global networking satellite of Beidou III, was successfully launched, marking the complete deployment of the Beidou III global constellation and the successful conclusion of the “three-step” strategic mission of the Beidou satellite navigation system. As … Read more