Revenue surged by 4230.22% year-on-year? After being “highly anticipated” for many years, domestic AI chip leader Cambricon has finally delivered an astonishing performance report. On the evening of April 18, Cambricon released its Q1 2025 financial report, with quarterly revenue reaching 1.111 billion yuan, a year-on-year increase of 4230.22%, and a net profit of 355 … Read more
Upon seeing the news that the United States announced exemptions from tariffs on certain semiconductor equipment, many immediately thought of “bad news being fully priced in.” However, they overlooked the hidden information behind it: products originating from China can be exempt from a 125% tariff if they meet the condition of “U.S. content ≥ 20%” … Read more
Event: On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for 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 wafer fabrication location is recognized … Read more
This article only summarizes the latest fundamentals of companies and the industry, and does not recommend buying or selling stocks at this time. This article does not provide individual stock operation guidance; investment carries risks, and one should be cautious when entering the market. . Customs Standard Update: U.S. Imported Chips Based on Wafer Fab … Read more
Customs Standards Update: U.S. Imported Chips Based on Wafer Fab Standards, with a Focus on Analog Chips On the morning of April 11, the China Semiconductor Industry Association issued a statement, stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit … Read more
Introduction to Senhui: Suzhou Senhui Semiconductor, supported by a strong research and technology team, focuses on providing comprehensive process solutions and wafer processing services for global compound semiconductor customers. The team members have years of experience in the semiconductor industry, possessing decades of rich capabilities in photolithography, thin film processes, epitaxy, bonding processes, as well … Read more
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
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
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
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