How is China’s Chip Manufacturing Level?

How is China's Chip Manufacturing Level?

Click the blue text Follow us In the electronics market of Huaqiangbei, Shenzhen, a 7-nanometer chip the size of a fingernail is priced at 300 yuan, while the cost of SMIC’s 14-nanometer chip has dropped to 150 yuan. Behind this price inversion is the survival logic of China’s chip manufacturing industry amid technological gaps and … Read more

Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the ‘Origin’ Certification of Semiconductor Products.” 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 that the tape-out location is recognized … Read more

New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

New Regulations on Semiconductor Origin Certification! A Comprehensive Analysis of Chip Tape-out

On April 11, 2024, the China Semiconductor Industry Association issued an “Emergency Notice on Clarifying the Certification Rules for the Origin of Semiconductor Products” (Zhongbanxie [2024] No. 12) to the entire industry. This document addresses the current disputes over the traceability of the semiconductor supply chain in the context of international trade frictions and establishes … Read more

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

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

New Regulations on Chip Origin in China: Cutting Global Supply Chains with ‘Wafer Fabrication Location’

New Regulations on Chip Origin in China: Cutting Global Supply Chains with 'Wafer Fabrication Location'

The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more

Is It Harder to Create Than an Atomic Bomb? How Should China’s Semiconductor Industry Break the Deadlock?

Is It Harder to Create Than an Atomic Bomb? How Should China's Semiconductor Industry Break the Deadlock?

The recent incident where Huawei’s Kirin chips were blocked by the United States has barely passed, and now Xiaomi has encountered issues. On August 9, Lei Jun suddenly posted on Weibo, responding to several questions that netizens were most concerned about, including the development progress of the Surge S2 chip. Lei Jun stated: The Surge … Read more

Zhang Rujing, the ‘Father of Chinese Semiconductors’, May Assist Guangzhou in Building a Semiconductor Hub

Zhang Rujing, the 'Father of Chinese Semiconductors', May Assist Guangzhou in Building a Semiconductor Hub

This article is reprinted from the WeChat public account Wenxin Voice (ID:semiconvoice) Despite the global spread of the COVID-19 pandemic, it has not dampened the enthusiasm for significant investments in semiconductor manufacturing in China. Recently, following the announcement that CIS chip design company Gekewei will establish a 12-inch factory in Shanghai, industry insiders have reported … Read more

Comprehensive Explanation of Tape-Out: A Key Process in Chip Manufacturing

Comprehensive Explanation of Tape-Out: A Key Process in Chip Manufacturing

In the complex landscape of chip manufacturing, tape-out occupies a core position. As the final step in integrated circuit design, it is a crucial process that transforms abstract circuit blueprints into actual chips. 1. The Connotation and Essence of Tape-Out Tape-out, expressed in English as “tape-out”, is a process that relies on a series of … Read more

Interpretation of the New Regulations on the Location of Wafer Tape-Out Factories

Interpretation of the New Regulations on the Location of Wafer Tape-Out Factories

On April 11, Friday, the China Semiconductor Industry Association released the “Notice on the Rules for Determining the “Country of Origin” of Semiconductor Products,” which is as follows: Official Account: Notice from the China Semiconductor Industry Association on the Rules for Determining the “Country of Origin” of Semiconductor Products This article interprets the certification of … Read more

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

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