This article is approximately 5,900 words long, recommended for saving and reading. Author | Beiwai Nanchang Produced by | Automotive Electronics and Software On April 11, 2025, the China Semiconductor Industry Association issued an official notice regarding the “Rules for the Determination of the Origin of Semiconductor Products,” clearly stating:The origin of integrated circuits will … Read more
Recently, Samsung Electronics announced the production launch of the first phase of its Xi’an Phase II factory, and the full-scale construction of Phase II has begun, seemingly marking the start of a new round of production expansion competition.It is reported that SK Hynix also plans to increase its NAND Flash and DRAM production capacity. According … Read more
Recently, the escalating US-China tariff war has become the core battleground of the economic strategic game between the two countries.In the short term, the US-China tariff war will accelerate the decoupling of technology and industrial chains, impacting domestic manufacturers that rely on US technology and chips. In the long run, the tariff war is beneficial … Read more
Author | Wo Ting Xiao Xiao Zhu The PCB market scale continues to expand.ChipMOS Technologies’ annual report provides an optimistic assessment of the PCB industry development:According to Prismark statistics, in 2024, the global PCB total output value will reach $73.565 billion, a year-on-year increase of 5.8%. In the medium to long term, the global PCB … Read more
Week 17 of 2025 *This article contains 2951 words, estimated reading time 10 minutes Weekly Highlights ● The U.S. continues to impose unreasonable pressure and restrictions on China’s chip industry: 1. Last week, the U.S. Department of Commerce suddenly announced that chips like NVIDIA H20 and AMD MI308, which are specially designed and supplied to … Read more
Who would have thought that NVIDIA, once standing at the pinnacle of AI chips, is now so anxious that even its CEO has to personally visit China? Just last month, the US suddenly announced a ban on the export of H20 chips to China, causing Huang Renxun to lose 5.5 billion overnight, with stock prices … Read more
Click the blue text Follow us In the electronics market of Huaqiangbei, Shenzhen, a 7-nanometer chip the size of a fingernail is priced at 300 yuan, while the cost of SMIC’s 14-nanometer chip has dropped to 150 yuan. Behind this price inversion is the survival logic of China’s chip manufacturing industry amid technological gaps and … Read more
“The growth of the global display panel market in 2020 has driven the demand for display driver chips. According to CINNO Research data, the global demand for display driver chips in 2020 was 8.2 billion units, an increase of 8.7% compared to 2019, of which the demand for smartphone TFT-LCD panel driver chips was 1.4 … Read more
New Regulations Released, Industry Shocked On April 11, 2025, the China Semiconductor Industry Association issued an urgent notice regarding the “Origin Determination Rules for Semiconductor Products,” which has sent ripples through the semiconductor industry. This notice has garnered significant attention because it clarifies the critical issue of determining the origin of integrated circuits, stipulating that … Read more
The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more