Tariff Policies Reshape the Semiconductor Industry Chain, Domestic Substitution Welcomes Historic Opportunities

Tariff Policies Reshape the Semiconductor Industry Chain, Domestic Substitution Welcomes Historic Opportunities

Upon seeing the news that the United States announced exemptions from tariffs on certain semiconductor equipment, many immediately thought of “bad news being fully priced in.” However, they overlooked the hidden information behind it: products originating from China can be exempt from a 125% tariff if they meet the condition of “U.S. content ≥ 20%” … Read more

Clarification of the Semiconductor ‘Wafer Fabrication Location Equals Origin’ Rule

Clarification of the Semiconductor 'Wafer Fabrication Location Equals Origin' Rule

The China Semiconductor Industry Association issued a document to its member units on April 11, emphasizing the customs declaration principles regarding the origin of imported chips.According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning the wafer fabrication … Read more

From Wafer Fabrication Location to Tariff Countermeasures: Is the Analog Chip Market Entering a Major Boom?

From Wafer Fabrication Location to Tariff Countermeasures: Is the Analog Chip Market Entering a Major Boom?

In the context of escalating global trade tensions, the Chinese Ministry of Commerce has announced a 125% tariff on imported goods originating from the United States, defining the origin based on the wafer fabrication location. The implementation of this policy has profound implications for the semiconductor industry, particularly in the analog chip sector. As a … Read more