Jicui Network · Love Jicui APP, available for download in major mainstream app stores Recently, Texas Instruments (TI) announced an investment of over $60 billion (approximately 430.8 billion RMB) in the construction of seven wafer fabs in Texas and Utah, marking the largest investment in the U.S. semiconductor manufacturing industry in history and seen as … Read more
On June 18, 2025, Texas Instruments (TI), a global leader in analog chips, announced an investment of over $60 billion in Texas and Utah, USA, to build seven 300mm wafer fabs. This plan, which sets a record for investment in the U.S. semiconductor manufacturing sector, not only marks the largest capacity expansion in the company’s … Read more
Chip News Transmission Texas Instruments Invests $60 Billion to Expand Semiconductor Manufacturing in the U.S. Texas Instruments Inc. recently announced an investment of over $60 billion in the United States to expand and upgrade its semiconductor manufacturing facilities. This plan is a significant response to the U.S. government’s push for domestic chip manufacturing policies, aimed … Read more
Core Insights ◾ ‘U-shaped bottom’ is rising, and market conditions are gradually improving Leading global analog companies TI and ADI reported a year-on-year revenue increase in Q1 2025, emerging from a U-shaped bottom, primarily driven by high-growth sectors such as automotive, industrial, and communication equipment, offsetting the seasonal weakness in the personal electronics market. Companies’ … Read more
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