Recently, the trade friction between China and the United States has intensified, prompting the Chinese government to respond swiftly with a series of countermeasures.
The China Semiconductor Industry Association issued an important notice on April 11, requiring all imported chips to clearly label their country of origin to complete customs procedures.
This move not only effectively closes loopholes related to tariffs but also restricts the import of chips through unconventional channels, further promoting domestic substitution as an inevitable trend in the development of the semiconductor industry.
This policy adjustment brings new development opportunities to the semiconductor industry, especially in fields such as computing power chips, RISC architecture, advanced packaging technology, and analog chips, where domestic companies are encountering unprecedented growth opportunities.
Today, we will focus on analyzing five core companies that are expected to benefit from this round of policy dividends, with the last one being regarded as a hidden gem favored by institutional funds.
First Company: Cambricon
A leader in the domestic computing power chip field, focusing on the research and development of GPU, NPU, and other technologies, successfully breaking the monopoly of international giants in the computing power chip market.
In recent years, the company’s products have not only gained wide recognition in the domestic market but have also gradually expanded into the international market, establishing deep cooperative relationships with several technology giants.
Second Company: Allwinner Technology
A leader in the RISC architecture chip field, particularly excelling in edge computing, embedded devices, and Internet of Things (IoT) applications. The company is committed to the research and development of RISC-V architecture chips, with products achieving controllable substitution in various lightweight scenarios, successfully breaking the technological barriers of international manufacturers.
Third Company: Tongfu Microelectronics
In the advanced packaging field, Tongfu Microelectronics has significant technological advantages, especially in 2.5D/3D packaging technology and Chiplet technology, effectively breaking through the limitations of high-end processes and enhancing the overall performance of semiconductor chips.
Fourth Company: Sanken Electric
In the analog chip field, Sanken Electric’s products cover multiple core application areas, including power management, voltage conversion, and sensor interfaces. The company is accelerating the research and development and market promotion of its products, gradually achieving its domestic substitution goals.
Fifth Company: Huizhi Micro
The company has enormous development potential in the domestic semiconductor field, with its 5G new frequency band L-PAMiF products ranking among the top in domestic manufacturers.
Currently, the company’s stock price is around 10 yuan, and it is heavily held by the National Big Fund and several foreign institutions.
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