Click the “blue text” above to follow for more exciting content. Hello, I am A-Cheng, and this is my 71st article. Today, we will continue discussing outstanding companies in the semiconductor field. According to the World Semiconductor Trade Statistics (WSTS), semiconductor products are divided into four categories: integrated circuits, discrete devices, optoelectronic devices, and sensors. … Read more
Semiconductor target materials are critical raw materials in semiconductor manufacturing, and their importance is self-evident. Today, we will take a deep dive into the influential international and domestic companies in this field. 1. International Companies 1. JX Nippon Mining & Metals Founded in 1905, JX Nippon Mining & Metals is a giant in the global … Read more
In the wave of development in high-tech industries such as semiconductors, flat panel displays, and new energy, targets, as core foundational materials, directly influence the quality and technical level of end products. Due to significant differences in the demand for targets across various industries, a complex and refined classification system has been established. This article … Read more
1. Overview/Basic Information Allwinner Technology (全志科技) was established in 2007. It is an outstanding designer of intelligent application processorsSoC, high-performance analog devices, and wireless interconnect chips. The company is headquartered in Zhuhai, China, with R&D centers or branches in Shenzhen, Hong Kong, Xi’an, Beijing, and Shanghai. In 2015, it was listed on the Shenzhen Stock … Read more
On April 17, 2025, the semiconductor industry chain experienced a strong surge.Chipone Microelectronics saw a rise of over 7% in early trading, with stocks like Xiaocheng Technology and Fuman Microelectronics also following suit, leading to an overall increase of 2.93% in the sector, with a net inflow of 326 million yuan from major funds.This unusual … Read more
IntroductionIn the context of a profound restructuring of the global semiconductor supply chain and escalating geopolitical tensions, China’s semiconductor industry is facing a historic turning point. The implementation of the “four-digit tariff code” origin determination rules by the General Administration of Customs in 2024 will make wafer fabrication the core criterion for determining origin, directly … Read more
On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Origin’ of Semiconductor Products” against the backdrop of the tariff war. According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the four-digit … 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
A Customs Declaration That Triggered Global Shockwaves On the morning of April 13, 2025, at 10 AM, merchants in the Huaqiangbei electronics market in Shenzhen discovered that the spot price of Texas Instruments’ TPS61093 power management chip had surged by 23% compared to the previous week. At the same time, the stock price of Sanan … Read more
Introduction CHINA GALAXY SECURITIES On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the Determination of the ‘Origin’ of Semiconductor Products,” stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the … Read more