Domestic Substitution

Shijia Photonics: A Pioneer in Domestic Optical Chip Production, Establishing Performance Turning Point and Expanding Growth Potential

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Shijia Photonics: A Pioneer in Domestic Optical Chip Production, Establishing Performance Turning Point and Expanding Growth Potential

Shijia Photonics (688313.SH) Investment Value Analysis Report — 1. Core Logic: Accelerating Domestic Substitution of Optical Chips, Company Driven by “Passive + Active” Dual Engines Under the global wave of computing infrastructure, the demand for optical chips, as core components of optical modules, is surging. According to LightCounting’s forecast, the global optical chip market is … Read more

New Customs Regulations Ignite Semiconductor Market! ‘The Place of Wafer Production is the Place of Origin’ Implementation: How Can Chipone Microelectronics and SMIC Capitalize on Policy Benefits?

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New Customs Regulations Ignite Semiconductor Market! 'The Place of Wafer Production is the Place of Origin' Implementation: How Can Chipone Microelectronics and SMIC Capitalize on Policy Benefits?

On April 17, 2025, the semiconductor industry chain experienced a strong surge.Chipone Microelectronics saw a rise of over 7% in early trading, with stocks like Xiaocheng Technology and Fuman Microelectronics also following suit, leading to an overall increase of 2.93% in the sector, with a net inflow of 326 million yuan from major funds.This unusual … Read more

Semiconductor Wafer Fabrication as Place of Origin: Analyzing US-China Tariffs and Beneficial Areas in the Semiconductor Industry (Latest Version)

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Semiconductor Wafer Fabrication as Place of Origin: Analyzing US-China Tariffs and Beneficial Areas in the Semiconductor Industry (Latest Version)

According to media reports, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” on April 11.According to the relevant regulations of the General Administration of Customs, the place of origin for “integrated circuits” is determined based on the four-digit tariff code change principle, … 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

The Foundry Location Equals Origin! The Tariff Game is Shifting from Passive Defense to Active Breakthrough

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The Foundry Location Equals Origin! The Tariff Game is Shifting from Passive Defense to Active Breakthrough

Introduction CHINA GALAXY SECURITIES On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the Determination of the ‘Origin’ of Semiconductor Products,” stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the … 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

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 ‘Wafer Fabrication as Origin’ – Opportunities for Semiconductor Self-Control (Including Comprehensive Industry Chain Overview)

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Analysis of 'Wafer Fabrication as Origin' - Opportunities for Semiconductor Self-Control (Including Comprehensive Industry Chain Overview)

Previous Recommendations China-Europe Cooperation, Core Beneficiary Industry Chain Overview Comprehensive Tariff Countermeasures, Detailed Overview of 9 Beneficial Concepts Striking a Blow to Avoid a Hundred Blows: An Overview of Opportunities in Tariff Countermeasures! Active Countermeasures Against Tariff Increases by Penicillin, The Most Authentic 6 Companies In-Depth Analysis of Controlled Nuclear Fusion Expectations, The Most Authentic … Read more

The Cycle of Analog Chip Simulation: From Start to Finish!

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The Cycle of Analog Chip Simulation: From Start to Finish!

Trading is a process that combines both strategy and technique, and it is also a form of practice.Both technology and skill are indispensable.!Value is limited, growth is guided, and cycles have their principles, while themes are boundless!In the stock market, one must act in accordance with the trend, combining strategy and technique, managing positions, investing … Read more

Will Japan Cut Off Semiconductor Manufacturing?

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Will Japan Cut Off Semiconductor Manufacturing?

★ Welcome to bookmark Guoke Hard Technology ★ Japan has long dominated the semiconductor industry with its equipment and materials. In 2019, a ban nearly choked South Korea’s semiconductor industry, involving materials such as high-purity hydrogen fluoride, fluorinated polyimide, and photoresist. It wasn’t until a few months ago that both parties reached a reconciliation. What … Read more