wafer fabrication

Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

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Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

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

China’s Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

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China's Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

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

What Does the New Semiconductor Policy ‘Place of Wafer Fabrication Equals Place of Origin’ Mean? What Are Its Impacts?

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What Does the New Semiconductor Policy 'Place of Wafer Fabrication Equals Place of Origin' Mean? What Are Its Impacts?

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

Detailed Explanation of New Regulations on the Origin of Integrated Circuits

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Detailed Explanation of New Regulations on the Origin of Integrated Circuits

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

China’s Urgent Announcement! Chip Wafer Fabrication Recognized as Place of Origin – Implications for Intel, AMD, and Qualcomm

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China's Urgent Announcement! Chip Wafer Fabrication Recognized as Place of Origin - Implications for Intel, AMD, and Qualcomm

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

Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

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Major Update! New Regulations on the Origin of Integrated Circuits, Wafer Fabrication Becomes Key!

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

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

New Regulations on Chip Origin in China: Cutting Global Supply Chains with ‘Wafer Fabrication Location’

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New Regulations on Chip Origin in China: Cutting Global Supply Chains with 'Wafer Fabrication Location'

The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more

China Semiconductor Association Announces ‘Wafer Fab Location as Origin’: Implications for Intel, AMD, and Qualcomm Chips

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China Semiconductor Association Announces 'Wafer Fab Location as Origin': Implications for Intel, AMD, and Qualcomm Chips

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Origin’ of Semiconductor Products” against the backdrop of the tariff war. According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the principle of changing the four-digit … Read more