After the stock market closed on June 30, local time in the United States, Texas Instruments (TI), a major analog chip manufacturer, announced that it has signed an agreement with Micron Technology to acquire Micron’s 12-inch wafer fab located in Lehi, Utah, for $900 million. Upon completion of the transaction, the Lehi fab will become … Read more
Click the blue text above Follow us! Texas Instruments (TI) is making significant investments to expand capacity, supporting the ongoing development of semiconductors in the electronics field for decades to come. Texas Instruments will build six new 12-inch wafer fabrication plants to internally manufacture our diverse portfolio of analog and embedded processing semiconductor devices. These … Read more
The China Semiconductor Industry Association announced an important policy adjustment on April 11, 2025, changing the certification standard for the origin of integrated circuits from “packaging location” to “wafer fabrication location.” This new regulation is expected to accelerate the migration of global chip companies’ wafer fabrication processes to mainland China, bringing a significant influx of … Read more
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 ◼ 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