The Origin of Chips: Huaqiangbei Faces Uncertainty in Pricing

On April 11, the official WeChat account of the China Semiconductor Industry Association announced that the origin of “integrated circuits” will be determined based on the four-digit tariff code change principle, meaning that the wafer fabrication site will be recognized as the origin. This change in rules has completely rewritten the existing game rules in … Read more

From Wafer Fabrication Location to Tariff Countermeasures: Is the Analog Chip Market Entering a Major Boom?

In the context of escalating global trade tensions, the Chinese Ministry of Commerce has announced a 125% tariff on imported goods originating from the United States, defining the origin based on the wafer fabrication location. The implementation of this policy has profound implications for the semiconductor industry, particularly in the analog chip sector. As a … Read more

Reconstructing the Semiconductor Industry Landscape: Opportunities and Challenges of Wafer Fab Location Recognition

1. Policy Background and Essence of the Rules On April 11, 2025, the China Semiconductor Industry Association issued an urgent notice clarifying that the origin of integrated circuits is determined by the “wafer fab location”. This rule is not a new policy but a reiteration and refinement of the long-standing “four-digit tariff number change principle” … Read more

The Origin of Chips: China’s Semiconductor Origin Rules Reshape the Global Industry Chain

According to the “Emergency Notice on the Origin Certification Rules for Semiconductor Products” issued by the China Semiconductor Industry Association on April 11, 2025, the origin certification standards for integrated circuit products have been clearly adjusted to be based on the wafer fabrication location. The introduction of this rule directly affects the international trade compliance … Read more

New Regulations on ‘Wafer Fabrication Location’ Take Effect, US Chip Giants Hit Hard by Tariffs, Accelerating Domestic Substitution Wave

Click the blue text to follow us On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Identification Rules for the ‘Origin’ of Semiconductor Products,” clearly defining the origin of integrated circuits as the “wafer fabrication location”. This policy adjustment is seen as a key measure for China to strengthen the … Read more

Impact of the New Origin Policy on China’s Analog IC Industry

China‘s analog IC industry is currently in a catch-up phase. Compared to digital chips, domestic analog IC companies started later but have developed rapidly in recent years. The domestic analog IC market has exceeded 150 billion yuan, but the localization rate is less than 30%, with most market share still occupied by international giants such … Read more

Summary of 35 Major Wafer Factories in the U.S. as the Place of Origin

Follow our official account, click the top right corner of the homepage ” · · · “, and setas a star to receive real-time updates on the latest news about automotive materials and chips. Recently, the China Semiconductor Industry Association issued a notice regarding the “Rules for the Identification of the ‘Place of Origin’ of … Read more

AMD’s New 2nm EPYC Processor Completes Tape-Out; TSMC Plans to Mass Produce Advanced Panel-Level Packaging by 2027; Five US Companies Sue Trump Administration

1. AMD’s new EPYC processor completes tape-out using TSMC’s 2nm process 2. TSMC plans to mass produce advanced panel-level packaging by 2027 3. Apple to analyze user data from devices to enhance AI technology 4. Reports indicate Taiwanese bidders are competing for AMD’s ZT server assets 5. Five US companies jointly sue the Trump administration … Read more

Analysis of ‘Wafer Fabrication as Origin’ – Opportunities for Semiconductor Self-Control (Including Comprehensive Industry Chain Overview)

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Fundamentals of Tape-Out in Integrated Circuit Design

1. What is Tape-Out Tape-out, in English, refers to the process of converting the layout of a designed integrated circuit (IC) into an actual chip, similar to a production line, through a series of manufacturing steps. Tape-out, which means sending for manufacturing, is the final stage of integrated circuit design, where the chip design company … Read more