On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more
The new policy issued by the China Semiconductor Industry Association on April 11, 2025, shifts the integrated circuit origin certification standard from “packaging location” to “wafer fabrication location.” This change will accelerate the migration of global chip companies’ wafer fabrication processes to mainland China. As a critical validation step between chip R&D and mass production, … Read more
IntroductionRecently, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion.The “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” states that according to the relevant regulations of the General Administration of Customs, the place of … Read more
1 Main Points â—¼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more
In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more
The latest semiconductor policy in China, “Place of Wafer Fabrication Equals Place of Origin,” directly changes the rules for determining the “nationality” of chips. Previously, the “nationality” of a chip could be influenced by its packaging location or the location of the design company; now it only considers the country where it is manufactured in … Read more
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
The China Semiconductor Industry Association has issued an “Emergency Notice on the Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion. The notice states that according to the relevant regulations of the General Administration of Customs, the place of origin of “integrated circuits” is determined based on the four-digit … 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
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