Introduction Since the United States announced a 245% tariff on Chinese imports in April 2025, trade tensions between China and the U.S. have escalated once again. As a core area of technological competition, the semiconductor industry has become the focal point of this tariff game. This article will deeply analyze the impact of tariffs on … Read more
New Intelligence Report Source: Reuters Editor: Zhang Jia [New Intelligence Overview] According to Reuters, the non-profit RISC-V Foundation is set to relocate its headquarters to the neutral country of Switzerland. Huawei supports this move as it is beneficial for reducing political interference from the U.S. government in the open-source community. However, even with the relocation … Read more
On October 7, a large-scale conflict broke out between Israel and Palestine.On that day, the Palestinian Islamic Resistance Movement (Hamas) announced a military operation against Israel, launching thousands of rockets and sending armed personnel into Israeli territory to engage in clashes with the Israeli military. In response, the Israeli military conducted multiple airstrikes on the … Read more
The China Semiconductor Industry Association has issued an “Emergency Notice on the Rules for the Recognition of the ‘Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that 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 the … Read more
Last night, U.S. stocks plummeted, leading to a triple whammy for stocks, currencies, and bonds.The crisis involving the U.S. dollar and bonds is actually unrelated to the A-shares.However, it is necessary to mention that:If there are any insiders on the other side, they should be aware that the pitfalls of U.S. bonds are currently significant, … Read more
Yesterday the China Semiconductor Industry Association issued a notice regarding the “Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” which suggests: “For ‘integrated circuits,’ whether packaged or unpackaged, the place of origin declared during import customs clearance should be based on the location of the ‘wafer fabrication factory.’” This news has … Read more
The China Semiconductor Industry Association issued a document to its member units on April 11, emphasizing the customs declaration principles regarding the origin of imported chips.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 the wafer fabrication … Read more
When you feel challenged, think of Intel! On April 14, 2025, at TSMC’s headquarters in Hsinchu, AMD CEO Dr. Lisa Su and TSMC Chairman Dr. C.C. Wei held a wafer the size of a fingernail, announcing a groundbreaking news in the industry—the world’s first 2nm high-performance computing chip, Zen6 EPYC Venice, has completed its tape-out. … Read more
Rule Rewrite: The Battle for a Chip’s ‘Birth Certificate’ The new origin rules released by the China Semiconductor Industry Association on April 11 are like a deep-water bomb dropped into a calm lake—integrated circuit origin certification is shifting from ‘label tracing’ to ‘wafer origin certification’. This seemingly technical adjustment is triggering an ‘ID revolution’ in … Read more
On April 11, the official WeChat account of the China Semiconductor Industry Association announced that the origin of “integrated circuits” will be determined based on the four-digit tariff code change principle, meaning that the wafer fabrication site will be recognized as the origin. This change in rules has completely rewritten the existing game rules in … Read more