The Semiconductor Sector Experiences a Surge! Is the Turning Point for Memory Chips Here? Latest Insights

The Semiconductor Sector Experiences a Surge! Is the Turning Point for Memory Chips Here? Latest Insights

The focus on semiconductors is rising again! On November 3, the semiconductor sector strengthened once more, with the Wind Semiconductor Index rising by 2.96%. Among individual stocks, Yongxi Electronics hit the daily limit of 20%, Huahai Chengke, Changguang Huaxin, and Guoxin Technology rose over 10%, while Kangqiang Electronics, Jinhaitong, and Sida Banfeng also hit the … Read more

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

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

NAND Flash Wafer Prices Surge by 25% in November

NAND Flash Wafer Prices Surge by 25% in November

On December 11, it was reported that amid the ongoing production cuts by leading memory chip manufacturers such as Samsung, SK Hynix, and Micron, the price of NAND Flash wafers increased by over 25% in November. The reduction in supply due to factory cuts, combined with proactive price hikes from manufacturers, has forced some storage … Read more