wafer fabrication

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

Unsolvable Conspiracy: The Place of Wafer Fabrication is the Place of Origin

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Unsolvable Conspiracy: The Place of Wafer Fabrication is the Place of Origin

Recently, the Semiconductor Industry Association issued a notice stating that for imported chips, the origin determination rule is that the wafer fabrication location is considered the place of origin. This means that regardless of which country the chip is from, only those fabricated in the United States will enjoy the appropriate tariff treatment. After the … Read more

Summary of 35 Major Wafer Fabrication Plants in the United States

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Summary of 35 Major Wafer Fabrication Plants in the United States

Recently, the China Semiconductor Industry Association released a notice regarding the “Rules for the Identification of the ‘Country of Origin’ of Semiconductor Products,” stating that according to the relevant provisions on non-preferential origin rules, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the wafer fabrication site … Read more

Non-AI Semiconductor Surge! (Countermeasures for Wafer Fabrication)

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Non-AI Semiconductor Surge! (Countermeasures for Wafer Fabrication)

Last night, U.S. stocks plummeted, leading to a triple whammy for stocks, currencies, and bonds.The crisis involving the U.S. dollar and bonds is actually unrelated to the A-shares.However, it is necessary to mention that:If there are any insiders on the other side, they should be aware that the pitfalls of U.S. bonds are currently significant, … Read more

Semiconductors: Wafer Fabrication Location Recognized as Place of Origin

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Semiconductors: Wafer Fabrication Location Recognized as Place of Origin

Yesterday the China Semiconductor Industry Association issued a notice regarding the “Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” which suggests: “For ‘integrated circuits,’ whether packaged or unpackaged, the place of origin declared during import customs clearance should be based on the location of the ‘wafer fabrication factory.’” This news has … Read more