Click the blue text to follow us “We heavily rely on manufacturing facilities in China!” If this statement had been made two years ago, even Texas Instruments might not have dared to say it. However, during the recent earnings conference, CEO Haviv Ilan made a surprising declaration. Interestingly, the CEO also emphasized: “I believe there … Read more
Event: On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the wafer fabrication location is recognized … Read more
This article only summarizes the latest fundamentals of companies and the industry, and does not recommend buying or selling stocks at this time. This article does not provide individual stock operation guidance; investment carries risks, and one should be cautious when entering the market. . Customs Standard Update: U.S. Imported Chips Based on Wafer Fab … Read more
Customs Standards Update: U.S. Imported Chips Based on Wafer Fab Standards, with a Focus on Analog Chips On the morning of April 11, the China Semiconductor Industry Association issued a statement, stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit … Read more
Hello everyone, today let’s talk about the localization of analog chips: a hard battle we must fight! To put it simply, chips are like the rice we eat every day, with foreign brands dominating the market, and our own production is still insufficient. Especially for analog chips, which are the “electronic staple food”; without them, … Read more
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
Trading is a process that combines both strategy and technique, and it is also a form of practice.Both technology and skill are indispensable.!Value is limited, growth is guided, and cycles have their principles, while themes are boundless!In the stock market, one must act in accordance with the trend, combining strategy and technique, managing positions, investing … Read more
Recently, China’s leading semiconductor design company Weir Shares (603501) has delivered an impressive performance report. Driven by the continuous introduction of products in the high-end smartphone market and the accelerated penetration of automotive intelligence, the company’s performance has seen significant growth, with operating revenue reaching a historical high and net profit increasing substantially!According to the … 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
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