import tariffs

China’s Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

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China's Chip War Takes a Stunning Turn: New Rules on Chip Origin Break Through the 145% Tariff Barrier

Your smartphone has suddenly become a battleground for international political games. Just last Friday, the China Semiconductor Industry Association issued an “Emergency Notice on the Origin Certification Rules for Semiconductor Products,” directly overturning the global chip industry’s playing field. How severe is this? The U.S. has just slapped a 145% tariff on chips made in … Read more

Trump’s Tariffs May Extend to NAND Flash; Micron Announces Business Restructuring; Cambricon Achieves Profitability for Two Consecutive Quarters

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Trump's Tariffs May Extend to NAND Flash; Micron Announces Business Restructuring; Cambricon Achieves Profitability for Two Consecutive Quarters

【Hot Topics】1. Trump’s tariffs may extend to NAND Flash2. Micron restructures its business units based on market segmentation3. Cambricon: Significant revenue growth in Q1 2025, achieving profitability for two consecutive quarters4. South Korea’s exports to the U.S. drop 14.3% in the first 20 days of April5. ASML: Expects stronger-than-expected performance in the Chinese market, no … Read more

China Semiconductor Association Announces ‘Wafer Fab Location as Origin’: Implications for Intel, AMD, and Qualcomm Chips

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China Semiconductor Association Announces 'Wafer Fab Location as Origin': Implications for Intel, AMD, and Qualcomm Chips

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Origin’ of Semiconductor Products” against the backdrop of the tariff war. 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 four-digit … Read more

Semiconductor Wafer Fabrication as Place of Origin: Analyzing US-China Tariffs and Beneficial Areas in the Semiconductor Industry (Latest Version)

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Semiconductor Wafer Fabrication as Place of Origin: Analyzing US-China Tariffs and Beneficial Areas in the Semiconductor Industry (Latest Version)

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

Chip Origin Determination Based on ‘Wafer Production Location’! Will US Chips Increase in Price? Opportunities for Domestic Substitution Are Here!

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Chip Origin Determination Based on 'Wafer Production Location'! Will US Chips Increase in Price? Opportunities for Domestic Substitution Are Here!

A significant announcement has arrived: the origin of chips will now be determined based on the “wafer production location”!What does this mean? Simply put, wherever the wafers are produced, that is considered the origin.Previously, the determination of chip origin was somewhat “vague”; people mainly looked at product labels. Now, customs has made a bold move, … Read more

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

The Semiconductor Industry Under the China-U.S. Tariff Game: Impacts and Solutions

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The Semiconductor Industry Under the China-U.S. Tariff Game: Impacts and Solutions

Introduction Since the United States announced a 245% tariff on Chinese imports in April 2025, trade tensions between China and the U.S. have escalated once again. As a core area of technological competition, the semiconductor industry has become the focal point of this tariff game. This article will deeply analyze the impact of tariffs on … Read more

How the 3D Printing Industry Can Overcome the 245% Tariff in the U.S.

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How the 3D Printing Industry Can Overcome the 245% Tariff in the U.S.

On April 16, 2025, the White House announced a maximum tariff of 245% on imported goods from China, a policy that directly impacts China’s 3D printing industry. As a major producer of 3D printing equipment and materials globally, China exported 1.38 million 3D printers to the U.S. in 2024, accounting for 36% of total exports, … Read more

What Impact Will Trump’s Tariffs Have on the Global IoT Sensor Market?

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What Impact Will Trump's Tariffs Have on the Global IoT Sensor Market?

It is well known that the current trade policies promoted by the Trump administration, particularly the imposition of tariffs on various imported goods, will significantly reshape multiple industries globally. One of the most affected sectors is the Internet of Things (IoT) sensor market. The tariffs, especially those targeting China, present both challenges and opportunities for … Read more

China’s Urgent Announcement! Chip Wafer Production Location Recognized as Origin – What Impact on Intel, AMD, and Qualcomm?

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China's Urgent Announcement! Chip Wafer Production Location Recognized as Origin - What Impact on Intel, AMD, and Qualcomm?

The China Semiconductor Industry Association has issued an “Emergency Notice on the Rules for the Recognition of the ‘Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that 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 the … Read more