A significant announcement has arrived: the origin of chips will now be determined based on the “wafer production location”!What does this mean? Simply put, wherever the wafers are produced, that is considered the origin.
Previously, the determination of chip origin was somewhat “vague”; people mainly looked at product labels. Now, customs has made a bold move, tracing back to the source—the wafer production location!Many American chip companies are panicking because this means their products entering China will be subject to high tariffs!“Now no one dares to quote! The goods are still floating in the air, and who knows what the landing price will be!” lamented a head of a chip customs declaration company.Indeed, with tariffs added, costs soar; who would dare to quote easily?With this new regulation, the entire industry is in an uproar. Some chip distributors have revealed that many American chip companies have suspended new order quotes and are assessing the impact. After all, tariffs are no joke; they directly affect product price competitiveness.If you are about to purchase the latest electronic products, and the price unexpectedly rises significantly due to chip price increases, would you hesitate? The answer is obvious!So, which chips will be affected?First and foremost are the analog chips produced in the US, such as those from Texas Instruments and Intel; their product prices are likely to rise significantly.Additionally, some CPUs, GPUs, RF chips, etc., may also be affected.Is the spring for domestic chips coming?This new regulation is undoubtedly a huge boon for domestic chip companies!As American chip prices rise, the competitiveness of domestic manufacturers will greatly increase, and market share is expected to expand further.Many industry insiders believe this will accelerate the process of domestic substitution, bringing new development opportunities to the domestic chip industry!The stock market has already reacted! Upon hearing the news, chip concept stocks have continued to rise, with stocks like Weijie Chuangxin and Shengbang Co., Ltd. hitting the limit up, and the market is full of expectations for the future of domestic chips.
Although the specific implementation details of the new regulation are yet to be clarified, it is foreseeable that the landscape of the chip industry will undergo significant changes.The cost advantage of American chips will be weakened, and domestic chips will welcome greater development space.In this “chip origin” dispute, who will ultimately win? Let us wait and see!This transformation may redefine the global chip industry landscape and profoundly impact our lives!