Reconstructing the Semiconductor Industry Landscape: Opportunities and Challenges of Wafer Fab Location Recognition

Reconstructing the Semiconductor Industry Landscape: Opportunities and Challenges of Wafer Fab Location Recognition

1. Policy Background and Essence of the Rules On April 11, 2025, the China Semiconductor Industry Association issued an urgent notice clarifying that the origin of integrated circuits is determined by the “wafer fab location”. This rule is not a new policy but a reiteration and refinement of the long-standing “four-digit tariff number change principle” … Read more

The Origin of Chips: China’s Semiconductor Origin Rules Reshape the Global Industry Chain

The Origin of Chips: China's Semiconductor Origin Rules Reshape the Global Industry Chain

According to the “Emergency Notice on the Origin Certification Rules for Semiconductor Products” issued by the China Semiconductor Industry Association on April 11, 2025, the origin certification standards for integrated circuit products have been clearly adjusted to be based on the wafer fabrication location. The introduction of this rule directly affects the international trade compliance … Read more

New Regulations on ‘Wafer Fabrication Location’ Take Effect, US Chip Giants Hit Hard by Tariffs, Accelerating Domestic Substitution Wave

New Regulations on 'Wafer Fabrication Location' Take Effect, US Chip Giants Hit Hard by Tariffs, Accelerating Domestic Substitution Wave

Click the blue text to follow us On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Identification Rules for the ‘Origin’ of Semiconductor Products,” clearly defining the origin of integrated circuits as the “wafer fabrication location”. This policy adjustment is seen as a key measure for China to strengthen the … Read more

Analysis of ‘Wafer Fabrication as Origin’ – Opportunities for Semiconductor Self-Control (Including Comprehensive Industry Chain Overview)

Analysis of 'Wafer Fabrication as Origin' - Opportunities for Semiconductor Self-Control (Including Comprehensive Industry Chain Overview)

Previous Recommendations China-Europe Cooperation, Core Beneficiary Industry Chain Overview Comprehensive Tariff Countermeasures, Detailed Overview of 9 Beneficial Concepts Striking a Blow to Avoid a Hundred Blows: An Overview of Opportunities in Tariff Countermeasures! Active Countermeasures Against Tariff Increases by Penicillin, The Most Authentic 6 Companies In-Depth Analysis of Controlled Nuclear Fusion Expectations, The Most Authentic … Read more

Samsung NAND Flash Production Capacity Set to Increase Significantly as Xi’an Phase II Factory Enters Countdown to Full Operation!

Samsung NAND Flash Production Capacity Set to Increase Significantly as Xi'an Phase II Factory Enters Countdown to Full Operation!

According to media reports, Samsung Electronics has completed the expansion of its Xi’an Phase II factory, which is expected to fully commence operations across all production lines by mid-year. It is reported that the monthly production capacity of Samsung’s Xi’an Phase II factory is approximately 130,000 wafers, combined with the first phase’s monthly capacity of … Read more

The First Battle of Chinese Chips in 2025

The First Battle of Chinese Chips in 2025

Author: Han Lijie, Partner at Kaiteng Law Firm Editor: Zheng Kejun, Su Yang On March 17, Huada Jiutian announced that it plans to issue shares and pay cash to acquire 100% of the shares of Xinheng Semiconductor Technology (Shanghai) Co., Ltd. Ten days later, another EDA supplier, Gaolun Electronics, announced that it was planning to … Read more

Valued at Hundreds of Billions: Domestic Chip Leader Reports a 498.11% Surge in Net Profit!

Valued at Hundreds of Billions: Domestic Chip Leader Reports a 498.11% Surge in Net Profit!

Recently, China’s leading semiconductor design company Weir Shares (603501) has delivered an impressive performance report. Driven by the continuous introduction of products in the high-end smartphone market and the accelerated penetration of automotive intelligence, the company’s performance has seen significant growth, with operating revenue reaching a historical high and net profit increasing substantially!According to the … Read more

Xpeng’s Self-Developed Turing Chip Enters Mass Production Stage

Xpeng's Self-Developed Turing Chip Enters Mass Production Stage

On April 14, Chinese electric vehicle startup Xpeng announced that its self-developed Turing system-on-chip (SoC) has officially entered the mass production stage. The Turing SoC chip is first equipped in the 2024 MONA M03 pure electric sedan. This model is specifically designed for ride-hailing fleets, aiming for an affordable price.Initially customized and developed by Didi … Read more

Significant Breakthrough in Samsung’s HBM4 Logic Chip

Significant Breakthrough in Samsung's HBM4 Logic Chip

Due to the application of the foundry process for the first time in the sixth generation of high bandwidth memory (HBM4) as the brain of the “logic chip”, it has been reported that the test yield of logic chips produced by Samsung Electronics’ foundry division is stable. Analysts suggest that Samsung Electronics, which has lagged … Read more

Certification for Semiconductor Chip Manufacturing Workers: A Bright Future for the Chip Industry!

Certification for Semiconductor Chip Manufacturing Workers: A Bright Future for the Chip Industry!

Semiconductor Chip Manufacturing Worker National Vocational Skills To standardize the professional behavior of practitioners, guide the direction of vocational education and training, and provide a basis for vocational skills assessment, the Ministry of Human Resources and Social Security, in conjunction with the Ministry of Industry and Information Technology, organized relevant experts to formulate the “National … Read more