import tariffs

Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

by
Will the U.S. Impose Tariffs on Chip Materials? Costs for These Materials Are Set to Soar!

As the global semiconductor advanced process moves towards 2 nanometer racing stage,EUV (Extreme Ultraviolet) photoresists are undoubtedly the most critical and irreplaceable component. Recently, the U.S. plans to increase import tariffs on high-end materials from Japan, which adds variables to this supply chain competition and presents potential restructuring opportunities for the material power landscape. EUV … Read more

Where Does the U.S. Import Its Chips From?

by
Where Does the U.S. Import Its Chips From?

U.S. President Donald Trump initially excluded semiconductors from the latest round of U.S. tariffs. However, he may impose tariffs on semiconductors in the future. How would tariffs on semiconductors imported into the U.S. affect American semiconductor companies? The chart below shows the semiconductor imports to the U.S. in 2024. 64% of imports come from four … Read more

The Importance of Semiconductor ‘Wafer Fabrication Location’ and ‘Technology Source’ Identification

by
The Importance of Semiconductor 'Wafer Fabrication Location' and 'Technology Source' Identification

On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more

China’s Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

by
China's Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more

Understanding the Impact of Semiconductor ‘Tape-Out’ Location on Supply Chains

by
Understanding the Impact of Semiconductor 'Tape-Out' Location on Supply Chains

Recently, the tariff war between the US and China has been intense, with both sides exchanging blows. Many people are likely more concerned about whether their stocks are crashing than the spectacle itself. I won’t delve into the timeline of the tariff war here; instead, I will focus on last Friday’s bombshell news—“the notice regarding … Read more

China’s Urgent Announcement! Chip Wafer Fabrication Recognized as Place of Origin – Implications for Intel, AMD, and Qualcomm

by
China's Urgent Announcement! Chip Wafer Fabrication Recognized as Place of Origin - Implications for Intel, AMD, and Qualcomm

The China Semiconductor Industry Association has issued an “Emergency Notice on the Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that according to the relevant regulations of the General Administration of Customs, the place of origin of “integrated circuits” is determined based on the four-digit … Read more

3D Printing Insights: China No Longer Producing Toys for the U.S.

by
3D Printing Insights: China No Longer Producing Toys for the U.S.

According to reports from CCTV, the toy industry is one of the sectors in the U.S. most severely impacted by tariff shocks. CNN pointed out that the imposition of high tariffs on toys produced in China means that once affordable toys will become “luxury items.” Data from the U.S. Department of Commerce shows that in … Read more

The Era of Affordable 3D Printing Seems to Have Come to a Halt in the U.S.

by
The Era of Affordable 3D Printing Seems to Have Come to a Halt in the U.S.

The era of affordable 3D printing seems to have come to a halt in the U.S. A series of newly imposed tariffs are rapidly driving up costs, as tariffs on Chinese-made goods have reached a record 145%, including popular 3D printers from brands like Bambu Lab, Creality, Elegoo, and Anycubic. Bambu Lab’s latest 3D printer, … Read more

Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

by
Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

Click the blue text to follow us To prevent getting lost, please make sure to “star” us after following 🌟! Latest Major Release: Shelly Talks AI: Annual Outlook: In-depth Reflection on Key Events in AI and Social Development by 2025 (One article per year, over ten years) In the past two weeks, the global trade … Read more

Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

by
Interpretation of Semiconductor Wafer Fabrication Location as Origin Policy: Significant Tariff Impact on US IDM Products

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