Market Weekly Report | The U.S. Continues to Intensify Restrictions on China’s AI Chip Industry

Market Weekly Report | The U.S. Continues to Intensify Restrictions on China's AI Chip Industry

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

Is Huang Renxun Losing? Rapid Development of Domestic Chips Leaves the US Stunned

Is Huang Renxun Losing? Rapid Development of Domestic Chips Leaves the US Stunned

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

How is China’s Chip Manufacturing Level?

How is China's Chip Manufacturing Level?

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

CINNO Research | Smartphone TFT-LCD Display Driver Chip Market: Rapid Growth of Domestic Enterprises in Mainland China, Global Market Share Exceeds 12%

CINNO Research | Smartphone TFT-LCD Display Driver Chip Market: Rapid Growth of Domestic Enterprises in Mainland China, Global Market Share Exceeds 12%

“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

Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

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

New Regulations on Chip Origin in China: Cutting Global Supply Chains with ‘Wafer Fabrication Location’

New Regulations on Chip Origin in China: Cutting Global Supply Chains with 'Wafer Fabrication Location'

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

The Global Chip Shortage Sparks a Wave of Technological Nationalism

The Global Chip Shortage Sparks a Wave of Technological Nationalism

▲ On March 17, 2021, the China International Semiconductor Exhibition opened in Shanghai, with over 1,100 domestic and international exhibitors showcasing products and technologies across the entire industry chain, including chip design, manufacturing, packaging, testing, and equipment and material supply. (Xinhua News Agency/photo)The full text contains5,191words, and it takes about12minutes to read. In the 1980s, … Read more

Overview of 9 Semiconductor Companies Producing Electronic Specialty Gases

Overview of 9 Semiconductor Companies Producing Electronic Specialty Gases

In the rapid development of the modern electronics industry, electronic specialty gases serve as critical supporting materials, acting like unsung heroes that quietly drive technological innovations in fields such as semiconductors, display panels, and photovoltaics. Today, let us delve into the world of electronic specialty gases and explore the renowned domestic and international companies shining … Read more

Domestic Semiconductors: Competing for a Breath of Air

Domestic Semiconductors: Competing for a Breath of Air

★ Welcome to Star Mark Guoke Hard Technology ★ Selling water is a highly profitable industry, with profit margins reaching 60% at one point, and selling gas might also be a good business. As the largest industrial gas supplier, the French Air Liquide Group has maintained a gross margin of over 60% in recent years, … Read more

Unsolvable Conspiracy: The Place of Wafer Fabrication is the Place of Origin

Unsolvable Conspiracy: The Place of Wafer Fabrication is the Place of Origin

Recently, the Semiconductor Industry Association issued a notice stating that for imported chips, the origin determination rule is that the wafer fabrication location is considered the place of origin. This means that regardless of which country the chip is from, only those fabricated in the United States will enjoy the appropriate tariff treatment. After the … Read more