tariffs

China’s Urgent Announcement! Chip Wafer Production Location Recognized as Origin – What Impact on Intel, AMD, and Qualcomm?

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China's Urgent Announcement! Chip Wafer Production Location Recognized as Origin - What Impact on Intel, AMD, and Qualcomm?

The China Semiconductor Industry Association has issued an “Urgent Notice on the Recognition Rules for the ‘Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that according to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff code change principle, meaning the … Read more

A Comprehensive Analysis: Does China Qualify for the U.S. Exemption on Reciprocal Tariffs for Semiconductor Products like Smartphones and Computers? If So, How to Declare?

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A Comprehensive Analysis: Does China Qualify for the U.S. Exemption on Reciprocal Tariffs for Semiconductor Products like Smartphones and Computers? If So, How to Declare?

[Image] On April 11, 2025, U.S. Customs released details regarding the implementation of the exemption plan based on the presidential memorandum, deciding to exempt reciprocal tariffs on products such as “integrated circuits, semiconductor devices, flash memory, smartphones, tablets, laptops, display modules, and more”; subsequently, the White House issued a revised presidential memorandum for Executive Order … Read more

China’s 3D Printing Manufacturers’ Overseas Strategies Under Tariff Shadows

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China's 3D Printing Manufacturers' Overseas Strategies Under Tariff Shadows

On the evening of April 9, 2025, U.S. President Donald Trump announced a 125% tariff on all goods from China, a decision that undoubtedly pushed the global trade landscape into a new crisis. For Chinese 3D printing manufacturers, this is not only a sudden crisis but also an opportunity to reassess their globalization strategies and … Read more

Observing the World (13): Don’t Be Deceived by the Chip War! The Real Outcome Was Written in Line 7 of the Tariff List

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Observing the World (13): Don't Be Deceived by the Chip War! The Real Outcome Was Written in Line 7 of the Tariff List

Folks, who understands this? Take a look at the latest comparison of the China-U.S. tariff lists, it’s like a thrilling drama of “offensive and defensive transformations”—40 years ago, the Chinese newcomers drooled over high-end manufacturing, but now they have fully developed their skills and are showing the American counterparts what “technological equality” looks like! Data … Read more

Setback! China’s Two Major Chip Giants Suffer Heavy Blow

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Setback! China's Two Major Chip Giants Suffer Heavy Blow

In today’s volatile international trade environment, the policy of reciprocal tariffs acts like a heavy bomb, dropping into the seemingly calm yet turbulent waters of the semiconductor industry, instantly creating waves and bringing unprecedented significant benefits to the domestic chip replacement process. In the semiconductor industry, the wafer foundry segment is crucial. As the two … Read more

Chip Under Pressure: How Tariffs Challenge NVIDIA’s Global Strategy

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Chip Under Pressure: How Tariffs Challenge NVIDIA's Global Strategy

Author | Zen Analyst Compiled by | Wall Street Big Events NVIDIA (NASDAQ：NVDA) is a fabless semiconductor company at the core of the global technology supply chain, particularly vulnerable to new trade regulations. Its products—advanced graphics processing units (GPUs) and artificial intelligence accelerators—rely on complex manufacturing partnerships across Asia and a large customer base in … Read more

Chip Industry Winter! Semiconductor Manufacturers Under Tariffs: Soaring Costs! Customers Pressuring Prices! Chipmakers Facing Collective Hardship!

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Chip Industry Winter! Semiconductor Manufacturers Under Tariffs: Soaring Costs! Customers Pressuring Prices! Chipmakers Facing Collective Hardship!

Although semiconductors are temporarily not within the scope of the new wave of tariff policies in the United States and will not be directly taxed, some relatedIC designers have already felt the atmosphere of impending challenges, fearing that customers will demand price reductions to “share the burden” during tough times. If customers also request price … Read more

The Chip Production Capacity Conflict: A Ticking Time Bomb

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The Chip Production Capacity Conflict: A Ticking Time Bomb

👆If you wish to meet often, feel free to star 🌟 and bookmark it! Source: Content from the Economic Daily, thank you. The market went wild yesterday (6th) with rumors that the Trump administration has initiated a “humanitarian corridor” for tariffs, releasing key provisions of the exemption clause “9903.01.34”. Products with over 20% U.S. value … Read more