The U.S. Hesitates to Confront China! Semiconductor Tariffs Delayed, China Has No Choice but to Play Its ‘Trump Card’, Not Rare Earths?

The U.S. Hesitates to Confront China! Semiconductor Tariffs Delayed, China Has No Choice but to Play Its 'Trump Card', Not Rare Earths?

Reuters has reported on significant news from private sources within the U.S. government, indicating that the Trump administration’s previously announced policy of imposing a 100% tariff on imported semiconductors may not be implemented quickly, as the U.S. stance is becoming more cautious. This news has caused a stir globally, especially considering that the Trump administration … Read more

Self-Controlled Chips in the U.S.

Self-Controlled Chips in the U.S.

On September 24, The Wall Street Journal reported: The White House is studying strict regulations for all chips sold in the United States (whether in smartphones, cars, or electric toothbrushes) — 50% must be produced in the U.S., and only half can be imported. If this requirement is not met? Tariffs will apply, up to … Read more

Next Week Will Be a Crazy Week: The Semiconductor War Begins

Next Week Will Be a Crazy Week: The Semiconductor War Begins

The US and China will hold talks in Madrid, Spain from September 14 to 17, where they will discuss US unilateral tariff measures, abuse of import controls, and economic and trade issues such as TikTok. Preliminary reports may emerge tomorrow morning. In Stockholm, the US and China reached a vague consensus to extend the provisional … Read more

Trump Announces 100% Tariff on Semiconductors! TSMC to Invest $200 Billion in the U.S.

Trump Announces 100% Tariff on Semiconductors! TSMC to Invest $200 Billion in the U.S.

Yesterday, I came across a piece of news that left me with mixed feelings—Trump officially announced a 100% tariff on semiconductors, while TSMC also announced a $200 billion investment in the United States. Seeing this news, I truly felt a whirlwind of emotions. 01 The Tariff Hammer Swings Again What does a 100% tariff mean? … Read more

When Washington Starts to ‘Double Dip’: The Arrogance and Calculations Behind the Chip Tariff Conspiracy

When Washington Starts to 'Double Dip': The Arrogance and Calculations Behind the Chip Tariff Conspiracy

01 A “100% + 15%” bill has amused the global market. Last week, Washington quietly issued a new bill: 1. A 100% tariff on any non-American advanced chips sold in the U.S.; 2. Any American chip company exporting to China must pay a 15% “technology royalty” to the Department of Commerce. Upon hearing the news, … Read more

Trump Announces 100% Tariff on Imported Semiconductors, Apple and Tesla Secure Samsung’s US Factory

Trump Announces 100% Tariff on Imported Semiconductors, Apple and Tesla Secure Samsung's US Factory

2025.08.07 Word count: 773, estimated reading time: about 2 minutes Author | First Financial Qian Tongxin On August 6 local time, US President Trump announced a 100% tariff on imported semiconductor chips not produced in the United States. However, the specific details of this plan have not been disclosed, and the definition of “American-made” chips … Read more

The Impact of 100% Tariffs on the Philippine Semiconductor Industry

The Impact of 100% Tariffs on the Philippine Semiconductor Industry

Recently, a piece of news has left Filipino merchants sleepless with worry — former President Trump suddenly announced a 100% tariff on imported semiconductor products! As soon as this news broke, the Philippine semiconductor industry was in an uproar, with many exclaiming, “This is going to ruin our livelihoods!” First, let’s discuss how important the … Read more

Industry Insights: DSP Chip Manufacturer Bankruptcy; Advantest’s 30 Years of Mutual Empowerment with China’s Semiconductor Industry; Zhao Haijun: Wafer Foundry Demand Returning to Local Markets with Full Q1 Capacity Utilization

Industry Insights: DSP Chip Manufacturer Bankruptcy; Advantest's 30 Years of Mutual Empowerment with China's Semiconductor Industry; Zhao Haijun: Wafer Foundry Demand Returning to Local Markets with Full Q1 Capacity Utilization

1. Zhao Haijun of SMIC: Wafer foundry demand is returning to local markets, with full capacity utilization in Q1; 2. From “Service Provider” to “Co-builder”: Advantest’s 30 Years of Mutual Empowerment with China’s Semiconductor Industry; 3. Industry Observation: The return of Zeekr’s US-listed stocks points the way for domestic chip listings; 4. Trump’s tariffs hit … Read more

Is the U.S. About to Take Action on Chips? Tariffs Starting at 25%, Up to 100%?! Who Will Be the Biggest ‘Loser’ from Trump’s Moves?

Is the U.S. About to Take Action on Chips? Tariffs Starting at 25%, Up to 100%?! Who Will Be the Biggest 'Loser' from Trump's Moves?

There is a piece of news that has truly shaken people: Trump may announce this week an increase in tariffs on imported chips, reportedly ranging from 25% to 100%.From smartphones and computers to cars and servers, which of these does not rely on chips? If these tariffs are really imposed, it won’t be a joke.This … Read more

Chip Equipment Company Issues Warning

Chip Equipment Company Issues Warning

👆If you wish to meet regularly, feel free to star 🌟 and bookmark it~Source: This article is translated from WSJ, thank you. The CEO of German chip manufacturing equipment supplier Suss MicroTec stated that tariffs could disrupt the supply chain supporting the semiconductor industry, increase costs, and even trigger an economic recession. For decades, predictable … Read more