Analysis of the Impact of Import Tariffs on Automotive Chips 1. Interpretation of Import Tariff Policies Impact of Origin Certification Adjustments: The adjustment of origin certification for import tariffs has attracted attention regarding its impact on automotive chips. Historically, during chip shortages, investment opportunities existed in the automotive supply chain and domestic alternatives. This time, … Read more
Electronics Industry (Semiconductors/Consumer Electronics) 2019 Annual Growth Logic: Domestic Substitution (Semiconductors) + Consumption Upgrade (TWS Earphones) Representative Stocks: Weir Shares (CIS Chips): +389.56% (Increased penetration of multi-camera in smartphones + demand for automotive cameras) Saintbond Shares (Analog Chips): +380% (Accelerated domestic substitution + merger expectations) Beijing Junzheng (IoT Chips): +378.05% (Smart video chip volume increase) … Read more
Why will analog chips experience a double boost?1. Tariff policies catalyze accelerated domestic substitutionThe US-China tariff confrontation: In April 2025, the US will impose a 34% tariff on semiconductor products from China (combined with previous rates, the total reaches 54%), and China will retaliate with a 145% tariff on US chip imports. This move directly … Read more
Many years ago, I wrote an article suggesting that in the semiconductor field, facing Western blockades, it is Shenzhen that must carve out a path forward. At that time, many believed that Shanghai had a long history of accumulation in semiconductor equipment, along with considerable experience and talent. Companies like SMIC are based in Shanghai. … Read more
Global Technology Map Innovation | Frontier | Science Popularization | Information In recent years, the Central Committee of the Party and President Xi have placed great importance on the construction and development of self-controlled cybersecurity. The ZTE incident has also shown that self-control is the path for the development of China’s cybersecurity industry, and core … Read more
How did Honghu Wanlian, a subsidiary of Softcom Power, make SwanLinkOS stand out among many open-source embedded operating systems and gain the favor of Advantech? What pain points in industrial application scenarios will SwanLinkOS address? Can the collaboration between the two parties yield a “1+1 greater than 2” effect? With the national “14th Five-Year Plan” … Read more
In the second half of 2020, the global chip shortage was caused by a supply-demand imbalance due to the outbreak of the pandemic and the rise of new energy. The most typical example is the automotive MCU. The outbreak of the global pandemic led to a reduction in the capacity of wafer fabs, with companies … Read more