Automotive Semiconductors

Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

by
Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

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

New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

by
New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

On April 11, 2024, the China Semiconductor Industry Association issued an “Emergency Notice on Clarifying the Certification Rules for the Origin of Semiconductor Products” (Zhongbanxie [2024] No. 12) to the entire industry. This document addresses the current disputes over the traceability of the semiconductor supply chain in the context of international trade frictions and establishes … Read more

China’s Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

by
China's Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

Your smartphone has suddenly become a battleground for international political games. Just last Friday, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products,” directly overturning the global chip industry’s playing field. How severe is this? The U.S. has just slapped a 145% tariff on chips made in … Read more

NVIDIA’s Ambition to Acquire Arm: Will Regulators Approve?

by
NVIDIA's Ambition to Acquire Arm: Will Regulators Approve?

The astonishingly efficient processors, Arm’s business model, and its vast ecosystem are all that NVIDIA’s founder and CEO, Jensen Huang, claims to be acquiring. Huang is determined to spend $40 billion to acquire the most critical asset in the global mobile chip market. The attitudes of regulators in China, the U.S., and the U.K. will … Read more

The Only AI Chip Unicorn in the West Takes on NVIDIA

by
The Only AI Chip Unicorn in the West Takes on NVIDIA

Produced by | Huxiu Technology Team Author | Utada Header Image | Visual China Starting from the fountain pool beside A38 road in Bristol, you can ride a bicycle and “dash” out of this southwestern city of the UK in less than 20 minutes, entering an area filled with rows of English bungalows, shrubs, and … Read more

U.S. Companies Boldly Court the Chinese Semiconductor Market, While Japanese Firms Proceed with Caution

by
U.S. Companies Boldly Court the Chinese Semiconductor Market, While Japanese Firms Proceed with Caution

By Chen Yan, Columnist for Observer Network Executive Director of the Japan Research Institute (China) The fifth China International Import Expo, which opened on November 5, saw around 400 Japanese companies participating, according to data from the Japan External Trade Organization. Since the opening, I have been almost daily immersed in the expo venue, visiting … Read more

Analyzing China’s Position in the Global Semiconductor Landscape

by
Analyzing China's Position in the Global Semiconductor Landscape

It has been observed that some readers are unclear about the development trends of the semiconductor industry in various countries (regions) around the world, so this article will provide an overview. The following chart is from IC Insights official website, ranking the global market share based on the revenue of chip companies in different countries … Read more

Is It Harder to Create Than an Atomic Bomb? How Should China’s Semiconductor Industry Break the Deadlock?

by
Is It Harder to Create Than an Atomic Bomb? How Should China's Semiconductor Industry Break the Deadlock?

The recent incident where Huawei’s Kirin chips were blocked by the United States has barely passed, and now Xiaomi has encountered issues. On August 9, Lei Jun suddenly posted on Weibo, responding to several questions that netizens were most concerned about, including the development progress of the Surge S2 chip. Lei Jun stated: The Surge … Read more

Zhang Rujing, the ‘Father of Chinese Semiconductors’, May Assist Guangzhou in Building a Semiconductor Hub

by
Zhang Rujing, the 'Father of Chinese Semiconductors', May Assist Guangzhou in Building a Semiconductor Hub

This article is reprinted from the WeChat public account Wenxin Voice (ID:semiconvoice) Despite the global spread of the COVID-19 pandemic, it has not dampened the enthusiasm for significant investments in semiconductor manufacturing in China. Recently, following the announcement that CIS chip design company Gekewei will establish a 12-inch factory in Shanghai, industry insiders have reported … Read more

2024 Investment Outlook: Semiconductors Enter a Spotlight Moment

by
2024 Investment Outlook: Semiconductors Enter a Spotlight Moment

The storage industry will be the key to the semiconductor industry’s overall value surge in 2024. Since the second half of 2022, the entire semiconductor industry has begun to show marginal loosening, and in 2023, it entered a downward phase, experiencing approximately 5 quarters of cyclical decline. Historical data shows that the downward trend in … Read more