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
Yi Gongzi’s Sword – A Business Review Worth Reading Xie Xide and Zhang Zhongmou left the MIT campus almost at the same time, but with two completely different feelings. After transferring to the Massachusetts Institute of Technology (MIT), Xie Xide studied hard for two years and successfully obtained her PhD. The news of the founding … Read more
This is the worst of times, yet also the most hopeful of times. Source | Yuan Chuan Technology Review (ID: kechuangych)Author | Liu Rui, Deng YuImage Source | IC PhotoThe lithography machines are monopolized by the Dutch, polishing machines and ion implantation equipment are dominated by the Americans, and even in the semiconductor testing and … Read more
Li Siyi is the manager of a semiconductor factory. Recently, he has received resignation applications from employees, which require the manager’s signature, and Li Siyi is the last person to sign. The reasons for resignation vary; some want to return home, some do not want to work night shifts or be on call. Others feel … Read more
Last night, the explosive good news regarding integrated circuits and software flooded the market, and everyone had high expectations for the performance of chip stocks today. After the market opened today, the semiconductor sector opened significantly higher, but faced heavy selling pressure, falling back after the initial surge, ultimately closing up 1.95%, with the integrated … Read more
According to the 2023 company financial reports, we summarize the revenue and employee compensation of three major semiconductor companies. 1. Revenue Due to the overall impact on the industry, in 2023, SMIC and Huahong Semiconductor saw their revenues decline by 8.6% and 3.3%, respectively. Weir Shares experienced growth against the trend, with revenue increasing from … Read more
Recently, Huawei’s competitors have been quite pleased. In terms of market share, they are currently in an offensive state. With Huawei’s global smartphone sales starting to decline in the fourth quarter of last year, its competitors have begun to enjoy their happy times. In the smartphone sector where Apple operates, over the past six or … Read more
The acquisition of Arm has finally concluded. On September 14, 2020, NVIDIA officially announced that it would acquire Arm, a semiconductor design company under SoftBank Group, for $40 billion (approximately 273.32 billion RMB). NVIDIA will pay $21.5 billion in NVIDIA stock and $12 billion in cash, including an immediate payment of $2 billion. If the … Read more
Source: CITIC Securities Research Department, Electronic Industry Research Group. Original title: “[CITIC Electronics] Commentary on the Upgrade of US Restrictions on Huawei,” with edits. Abstract: CITIC Electronics believes that Huawei has achieved significant self-research in chip design, but the manufacturing stage remains a major bottleneck. Domestic semiconductors will be forced to grow rapidly, especially in … Read more
[Image] On April 11, 2025, U.S. Customs released details regarding the implementation of the exemption plan based on the presidential memorandum, deciding to exempt reciprocal tariffs on products such as “integrated circuits, semiconductor devices, flash memory, smartphones, tablets, laptops, display modules, and more”; subsequently, the White House issued a revised presidential memorandum for Executive Order … Read more