China Semiconductor Association Announces ‘Wafer Fab Location as Origin’: Implications for Intel, AMD, and Qualcomm Chips

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Origin’ of Semiconductor Products” against the backdrop of the tariff war. According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the four-digit … Read more

Semiconductor Wafer Fabrication as Place of Origin: Analyzing US-China Tariffs and Beneficial Areas in the Semiconductor Industry (Latest Version)

According to media reports, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” on April 11.According to the relevant regulations of the General Administration of Customs, the place of origin for “integrated circuits” is determined based on the four-digit tariff code change principle, … Read more

Unsolvable Conspiracy: The Place of Wafer Fabrication is the Place of Origin

Recently, the Semiconductor Industry Association issued a notice stating that for imported chips, the origin determination rule is that the wafer fabrication location is considered the place of origin. This means that regardless of which country the chip is from, only those fabricated in the United States will enjoy the appropriate tariff treatment. After the … Read more

Chip Origin Determination Based on ‘Wafer Production Location’! Will US Chips Increase in Price? Opportunities for Domestic Substitution Are Here!

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, … Read more

Summary of 35 Major Wafer Factories in the U.S. Based on Foundry Locations

Recently, the China Semiconductor Industry Association released a notice regarding the “Rules for Determining the ‘Country of Origin’ of Semiconductor Products,” stating that according to the relevant provisions on non-preferential origin rules, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning the wafer fabrication site is recognized as … Read more

New Policy on ‘Wafer Origin’ in Chinese Chips to Disrupt the Trillion-Dollar Semiconductor Industry

A Customs Declaration That Triggered Global Shockwaves On the morning of April 13, 2025, at 10 AM, merchants in the Huaqiangbei electronics market in Shenzhen discovered that the spot price of Texas Instruments’ TPS61093 power management chip had surged by 23% compared to the previous week. At the same time, the stock price of Sanan … Read more

Summary of 35 Major Wafer Factories in the United States

Source: Jiwei NetworkDisclaimer: The article belongs to the author, and reproduction is for sharing and learning purposes only, not for any commercial use! If there is any infringement, please contact us for deletion! (Mobile WeChat same number15150147049) Recently, the China Semiconductor Industry Association issued a notice regarding the “Rules for Determining the ‘Country of Origin’ … Read more

The Foundry Location Equals Origin! The Tariff Game is Shifting from Passive Defense to Active Breakthrough

Introduction CHINA GALAXY SECURITIES On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the Determination of the ‘Origin’ of Semiconductor Products,” stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the … Read more

Summary of 35 Major Wafer Fabrication Plants in the United States

Recently, the China Semiconductor Industry Association released a notice regarding the “Rules for the Identification of the ‘Country of Origin’ of Semiconductor Products,” stating that according to the relevant provisions on non-preferential origin rules, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the wafer fabrication site … Read more

Successful Tape-Out of the New Loongson CPU

On April 3, Loongson Technology officially announced that recently, the Loongson 2K3000 and Loongson 3B6000M have successfully completed tape-out, and preliminary functionality and performance assessments have been completed, with all indicators meeting expectations. The Loongson 2K3000 and Loongson 3B6000M are different packaging versions based on the same silicon wafer, targeting the industrial control application field … Read more