The calculation of import tariffs on chips is based on wafer fabrication, and the reasoning is simple: it is to avoid increasing our costs due to countermeasures against the United States. As for the impact of wafer fabrication regulations on the chip capabilities of the U.S., it does not have much effect from the production … Read more
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
On April 15, 2025, an announcement after the close of the US stock market triggered concerns in the global tech community—NVIDIA’s market value evaporated by $178.4 billion (approximately 1.3 trillion RMB) overnight, equivalent to losing the size of Alibaba. The catalyst for this crash was the sudden announcement by the US government on the same … Read more
Antarctic Bear Guide: 3D printing may become a powerful tool to break through the high-tariff era, especially for countries and regions with underdeveloped manufacturing industries. Starting April 2025, the Trump administration in the U.S. will impose a 25% tariff on all imported passenger cars, light trucks, and certain automotive parts. Although the United States-Mexico-Canada Agreement … Read more
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
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