automotive supply chain

Reconstructing China’s Semiconductor Industry Amid Tariff Pressures: Accelerating Alternatives

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Reconstructing China's Semiconductor Industry Amid Tariff Pressures: Accelerating Alternatives

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

New Policy on ‘Wafer Origin’ in Chinese Chips to Disrupt the Trillion-Dollar Semiconductor Industry

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New Policy on 'Wafer Origin' in Chinese Chips to Disrupt the Trillion-Dollar Semiconductor Industry

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

Is the Semiconductor Downturn Here? Signs of Order Cuts Emerge

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Is the Semiconductor Downturn Here? Signs of Order Cuts Emerge

After 18 months of rampant semiconductor price increases, the market is beginning to “cool down.” The recent order cuts by smartphone manufacturers such as Xiaomi, OPPO, and vivo indicate this trend, and it is reported that Samsung may also reduce its smartphone production by 30 million units to 280 million units this year. Recently, laptop … Read more

The Semiconductor Industry Under the China-U.S. Tariff Game: Impacts and Solutions

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The Semiconductor Industry Under the China-U.S. Tariff Game: Impacts and Solutions

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

What Impact Will Trump’s Tariffs Have on the Global IoT Sensor Market?

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What Impact Will Trump's Tariffs Have on the Global IoT Sensor Market?

It is well known that the current trade policies promoted by the Trump administration, particularly the imposition of tariffs on various imported goods, will significantly reshape multiple industries globally. One of the most affected sectors is the Internet of Things (IoT) sensor market. The tariffs, especially those targeting China, present both challenges and opportunities for … Read more

The Global Chip Industry Faces an ‘ID Revolution’: New Rules for Wafer Origin Certification Reshape the Industry Landscape

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The Global Chip Industry Faces an 'ID Revolution': New Rules for Wafer Origin Certification Reshape the Industry Landscape

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

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

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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

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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

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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 the Reasons Behind the Origin of Semiconductor Foundries

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Analysis of the Reasons Behind the Origin of Semiconductor Foundries

In the global semiconductor industry landscape, the formation of foundry locations (chip trial production bases) as places of origin is the result of multiple historical factors and current conditions intertwining. This article will systematically analyze the deep-seated motivations for regions such as Taiwan, South Korea, and the United States becoming core foundry bases from the … Read more