1. The Monopolized Chip Landscape At the foundational level of the computer world, the X86 and ARM architectures have built a formidable barrier. Intel’s X86 controls over 90% of the global PC market, while ARM occupies 95% of the mobile chip market. This technological hegemony hides a fatal risk—X86 is American, ARM is British, but … Read more
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
In recent years, with the global automotive industry’s push towards electrification and intelligence, automotive chips have become the “heart” of vehicle manufacturing. However, we must face a harsh reality: the monopoly of American chips remains the biggest barrier for domestic chips to break through. So, how can domestic automotive chips secure a place in this … Read more
1、Summary of “In the Era of DeepSeek, ASIC Chips Crowned as Kings” ■ With rapid iterations of models like GPT-4.5, Grok-3, Claude 3.5, and LLaMA 4, the number of domestic generative AI users has surpassed 300 million, leading to a massive demand for inference computing power. ■ NPU (Edge AI) is suitable for terminal devices … Read more
Xiaomi’s Ambitions and Concerns in Chip Manufacturing: A Comprehensive Analysis of Automotive and Mobile Chip Markets and the Divergence in International Investment Opinions By 2025, Xiaomi’s strategy in the technology sector is becoming increasingly aggressive: on one hand, it successfully tapes out the world’s first 3-nanometer mobile chip, while on the other hand, it aims … Read more
Reported by Electronic Enthusiasts Network (Author: Zhou Kaiyang) When many people hear about RISC-V, the first thing that comes to mind is its applications in IoT and consumer electronics, as well as various low-power market opportunities. Although RISC-V has previously appeared in supercomputers or data centers, and in GPU solutions, it has often served merely … Read more
The Chinese automotive chip industry is staging a remarkable comeback. In just two years, the localization rate has surged from 5% to 15%, finally breaking through in a field that was once constrained by external pressures. Explosion of Electric Vehicles: Surge in Chip Demand In 2024, sales of new energy vehicles in China are expected … Read more
1. Interpretation of Import Tariff Policy Changes in certification standards: Following the latest customs tariff changes, the certification of chip origin has shifted from being primarily based on the production location of the complete chip package to being certified according to the wafer fabrication location. This change is strictly enforced, leaving little room for ambiguous … Read more
Analysis of the Impact of Import Tariffs on Automotive Chips 1. Interpretation of Import Tariff Policies Impact of Origin Certification Adjustments: The adjustment of origin certification for import tariffs has attracted attention regarding its impact on automotive chips. Historically, during chip shortages, investment opportunities existed in the automotive supply chain and domestic alternatives. This time, … Read more
Company Name /Products Originating in the USA NVIDIA: Automotive Chips (Orin, with a small amount outsourced to GlobalFoundries’ New York factory) Intel: Core/ Xeon CPUs and Data Center GPUs (produced in Oregon and Arizona wafer fabs) Qualcomm: None (relies on TSMC/Samsung for outsourcing, with only design work in the USA) MPS: None (wafer fabs areTSMC, … Read more