The new policy issued by the China Semiconductor Industry Association on April 11, 2025, shifts the integrated circuit origin certification standard from “packaging location” to “wafer fabrication location.” This change will accelerate the migration of global chip companies’ wafer fabrication processes to mainland China. As a critical validation step between chip R&D and mass production, … Read more
According to search results, in addition to onsemi, CREE (Wolfspeed), Microchip, and Navitas Semiconductor, the following brands are involved in the production or foundry cooperation of silicon carbide (SiC) devices within the United States. X-FAB serves as a SiC foundry in the U.S., catering to clients in the automotive, industrial, and energy sectors. Although some … Read more
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
In the global semiconductor industry landscape, the formation of foundry locations (chip trial production bases) as places of origin is the result of multiple historical factors and current conditions intertwining. This article will systematically analyze the deep-seated motivations for regions such as Taiwan, South Korea, and the United States becoming core foundry bases from the … Read more
In November last year, TSMC had issued a notice to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below. Following this, rumors emerged that Samsung’s foundry division had also suspended related foundry services for mainland customers. However, this rumor has recently been clarified. Just yesterday, according to media … Read more
In November 2024, following TSMC’s announcement to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below, there were rumors in the industry that Samsung’s foundry business had also halted the production of AI chips at 7nm and below for mainland customers. Subsequently, the new U.S. semiconductor restrictions confirmed … Read more
Source: Chip Forum Author: Tian Gao Yun Dan Andi863 Introduction: The author attempts to introduce chip manufacturing in the simplest and most popular language. If professionals find inaccuracies, please feel free to provide feedback. I wanted to keep it shorter and simpler, but due to the complexity and specialization of chip manufacturing, this article may … Read more