On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more
In 1978, my family lived in a side room of a mud-brick thatched house, while my grandfather lived in the main house where a small radio, scientifically known as a reed horn, was mounted on the wall. Every morning and evening, it broadcasted announcements from the local brigade, news from the provincial radio station, and … Read more
Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025 Texas Instruments (TI) CEO Haviv Ilan revealed in the latest earnings call that, aside from a seasonal decline in personal electronics, all other business sectors achieved quarterly growth. This positive performance is primarily attributed to the continued recovery in … Read more
In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more
Recently, the tariff war between the US and China has been intense, with both sides exchanging blows. Many people are likely more concerned about whether their stocks are crashing than the spectacle itself. I won’t delve into the timeline of the tariff war here; instead, I will focus on last Friday’s bombshell news—“the notice regarding … Read more
The semiconductor industry is not only at a crossroads of globalization but also at a turning point in the industry.Author: Shen Yiran Cover Image: Tuchong Creative Introduction 1 || The World Semiconductor Conference was first held in 2019, coinciding with the year when global semiconductor cracks began to appear. By the time this forum was … Read more
Sichuan News Network – First Screen News Recently, at the Sinopec Blue Sky Sichuan Zhonglan New Energy electrolyte factory, a row of neatly arranged intelligent robots were seen precisely grabbing pipes with their robotic arms and completing the filling operation into tanks. Subsequently, supply chain logistics robots transported the materials along preset routes to the … Read more
On April 11, at the China Chemical Blue Sky Sichuan Zhonglan New Energy Electrolyte Factory, a row of neatly arranged intelligent robots can be seen, accurately grabbing pipes with their robotic arms to complete the filling operation into the tanks. Subsequently, supply chain logistics robots transport the materials along preset routes to load onto vehicles, … Read more
Click the blue text to follow us To prevent getting lost, please make sure to “star” us after following 🌟! Latest Major Release: Shelly Talks AI: Annual Outlook: In-depth Reflection on Key Events in AI and Social Development by 2025 (One article per year, over ten years) In the past two weeks, the global trade … Read more
Key Points from Company C’s Sodium Battery Experts – 0420 The first generation of sodium battery products with an energy density of 160wh/kg has been mass-produced, with volume production starting in 2025 for automotive applications, primarily featuring the Xiaoyao battery (AB battery), which emphasizes low-temperature 4C fast charging and high endurance (PHEV 200km+). The second … Read more