semiconductor tariffs

Analysis of the Impact of US Semiconductor Tariff Policy on Apple’s Supply Chain: Focus on Structural Opportunities and Valuation Recovery

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Analysis of the Impact of US Semiconductor Tariff Policy on Apple's Supply Chain: Focus on Structural Opportunities and Valuation Recovery

In the evening, I listened to a conference call from a certain sell-side firm regarding the Apple supply chain, as consumer electronics is also a sector I track closely. Here are the main points summarized: Core Conclusions: Short-term disruptions are inevitable, but substantial impacts are limited: The upcoming US Section 232 semiconductor tariffs (potentially as … Read more

Refinement of the ‘Wafer Fab’ Rules for Countermeasures Against U.S. Semiconductor Tariffs

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Refinement of the 'Wafer Fab' Rules for Countermeasures Against U.S. Semiconductor Tariffs

This article only summarizes the latest fundamentals of companies and the industry, and does not recommend buying or selling stocks at this time. This article does not provide individual stock operation guidance; investment carries risks, and one should be cautious when entering the market. . Customs Standard Update: U.S. Imported Chips Based on Wafer Fab … Read more

Refinement of the ‘Wafer Fab’ Rule for Countermeasures Against U.S. Semiconductor Tariffs

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Refinement of the 'Wafer Fab' Rule for Countermeasures Against U.S. Semiconductor Tariffs

Customs Standards Update: U.S. Imported Chips Based on Wafer Fab Standards, with a Focus on Analog Chips On the morning of April 11, the China Semiconductor Industry Association issued a statement, stating that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit … Read more