Domestic Substitution

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

Six Semiconductor ‘Hidden Champions’ Worth Investing In, Poised to Become the Next Cambrian Explosion

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Six Semiconductor 'Hidden Champions' Worth Investing In, Poised to Become the Next Cambrian Explosion

Attention all investors In the process of domestic substitution in the semiconductor industry, besides the well-known leading companies, some companies focusing on niche areas with unique technological paths are quietly rising as “hidden champions”. China’s goal for semiconductor equipment localization rate has been raised to 50%. This article selects six unique and niche core players … Read more

Domestic MCUs Embrace New Opportunities, Manufacturers Generally State ‘No Price Increase’!

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Domestic MCUs Embrace New Opportunities, Manufacturers Generally State 'No Price Increase'!

The report from Electronic Enthusiasts Network (by Li Wanwan) states that since the outbreak of the pandemic, the demand for medical devices such as infrared thermometers and pulse oximeters has surged. Electronic Enthusiasts has learned that MCU manufacturers are actively launching MCUs for medical devices and are supplying them to ensure the production of medical … Read more

Guomin Technology: Chip Layout and MCU Performance in Domestic Substitution

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Guomin Technology: Chip Layout and MCU Performance in Domestic Substitution

Recently, an investor asked Guomin Technology on the Shenzhen Stock Exchange Interactive Easy platform: What is the latest progress of the company in the field of chip domestic substitution, and what are the main products of the company? Which overseas companies’ products are they benchmarking against? What are the advantages of these products? Guomin Technology: … Read more

Impact of Chip Origin Certification on Automotive Chip Substitution

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Impact of Chip Origin Certification on Automotive Chip Substitution

1. Interpretation of Import Tariff Policy Changes in certification standards: Following the latest customs tariff changes, the certification of chip origin has shifted from being primarily based on the production location of the complete chip package to being certified according to the wafer fabrication location. This change is strictly enforced, leaving little room for ambiguous … Read more