Bank of China

Impact of China’s Semiconductor Association’s Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

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Impact of China's Semiconductor Association's Notification on Chip Origin Certification for Intel, AMD, and Qualcomm

On April 11, Fast Technology reported that against the backdrop of the tariff war, the China Semiconductor Industry Association today issued an “Emergency Notice on the Certification Rules for the ‘Origin’ of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the … Read more

The Balance of the Chinese Model: ARM and Anmou

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The Balance of the Chinese Model: ARM and Anmou

| Win-Win is the Way Yesterday, foreign media cited sources saying that ARM’s new CEO Rene Haas stated in a memo to employees that ARM will lay off 12% to 15% of its workforce in the UK and the US. Since the beginning of this year, news surrounding ARM has been continuous. NVIDIA’s abandonment of … Read more

3D Printing Insights: China No Longer Producing Toys for the U.S.

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3D Printing Insights: China No Longer Producing Toys for the U.S.

According to reports from CCTV, the toy industry is one of the sectors in the U.S. most severely impacted by tariff shocks. CNN pointed out that the imposition of high tariffs on toys produced in China means that once affordable toys will become “luxury items.” Data from the U.S. Department of Commerce shows that in … Read more

China’s Semiconductor Surge: The End of South Korea’s Dominance

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China's Semiconductor Surge: The End of South Korea's Dominance

Those South Korean friends who always say “South Korea crushes China” have recently been harshly confronted in the chip sector. In the first two months of 2025, China’s semiconductor exports reached $25.1 billion, surpassing South Korea’s $19.7 billion for the first time. This is not a coincidence, but the inevitable result of a decade of … Read more

What Semiconductor Components Does China Import from the United States?

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What Semiconductor Components Does China Import from the United States?

Apr. Click the blue text to follow us 2025.04 Participate in the prize-winning Q&A at the end of the article to receive exquisite gifts! Recently, the tariff war between China and the United States has escalated, with the semiconductor industry being at the forefront of this technological competition. In this context, a deep analysis of … Read more

China’s Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

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China's Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

Your smartphone has suddenly become a battleground for international political games. Just last Friday, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products,” directly overturning the global chip industry’s playing field. How severe is this? The U.S. has just slapped a 145% tariff on chips made in … Read more

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

Jensen Huang’s Visit to Beijing: Decoding the Strategic Chessboard of the Trillion-Dollar Chip Empire

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Jensen Huang's Visit to Beijing: Decoding the Strategic Chessboard of the Trillion-Dollar Chip Empire

1. In-Depth Analysis of the Political Background: The Survival Rules of NVIDIA in the Sino-U.S. Technological Game‌ The political context of Jensen Huang’s visit to China is essentially a strategic calibration for multinational companies amid the global technological cold war. The following key details reveal its deeper logic: 1. The “Triple Strangulation” of Tightening U.S. … Read more

Chip Ban Escalates: NVIDIA H20 ‘Wings Clipped’ in the Chinese Market, Trump Completely Out of Control

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Chip Ban Escalates: NVIDIA H20 'Wings Clipped' in the Chinese Market, Trump Completely Out of Control

In today’s booming artificial intelligence landscape, chips, as the core driving force, are undeniably important. Recently, the tech world was hit with a significant piece of news: the United States has once again taken action to ban the export of NVIDIA H20 chips to China. This move is like a giant stone thrown into a … Read more

Samsung Warns: After LCD, China May Dominate the OLED Market

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Samsung Warns: After LCD, China May Dominate the OLED Market

Just as South Korea defeated Japan in LCD panel production over 20 years ago, China has now surpassed South Korea in the LCD field, and a similar situation may arise with OLED. According to the South Korean newspaper Chosun Biz, this warning was directed at the Korean Display Industry Association. Lee Chang, president of Samsung … Read more