Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

Equitable Tariffs + Self-Controlled Chip Foundry + Tape Out Certification: Six Companies Directly Benefiting (Including List)

On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the ‘Origin’ Certification of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the tape-out location is recognized … Read more

The Real Benefits of Semiconductors: Wafer Foundries!

The Real Benefits of Semiconductors: Wafer Foundries!

According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number, meaning that the wafer foundry is recognized as the origin. The China Semiconductor Industry Association suggests that for “integrated circuits,” whether packaged or unpackaged, the origin declared during import customs clearance … Read more

As the U.S. Pressures China’s Semiconductor Industry, This Country is Watching Closely…

As the U.S. Pressures China's Semiconductor Industry, This Country is Watching Closely...

According to Taiwanese media, recently, the United States has been pressuring mainland Chinese companies in the technology sector, which has made South Korea realize the urgency of achieving self-sufficiency in the electronics industry, especially in the critical semiconductor sector. In response, South Korea is quietly gearing up to seize market opportunities. As reported by Taiwan’s … Read more

Comprehensive Explanation of Tape-Out: A Key Process in Chip Manufacturing

Comprehensive Explanation of Tape-Out: A Key Process in Chip Manufacturing

In the complex landscape of chip manufacturing, tape-out occupies a core position. As the final step in integrated circuit design, it is a crucial process that transforms abstract circuit blueprints into actual chips. 1. The Connotation and Essence of Tape-Out Tape-out, expressed in English as “tape-out”, is a process that relies on a series of … Read more

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

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

Morgan Stanley: Automotive Chip Shortage Eases as Renesas and ON Semiconductor Cut Q4 Testing Orders

Morgan Stanley: Automotive Chip Shortage Eases as Renesas and ON Semiconductor Cut Q4 Testing Orders

On November 22, it was reported that the automotive “chip shortage” has persisted for nearly two years. However, with the decline in demand for consumer chips, some consumer chip manufacturers have begun to cut orders, which has released upstream wafer foundry capacity. As a result, the shortage of automotive chips has also eased. According to … Read more

Industry Insight: Intel’s Acquisition of Tower Brings Multiple Benefits, Enhancing Mature Process and Regional Production Strength

Industry Insight: Intel's Acquisition of Tower Brings Multiple Benefits, Enhancing Mature Process and Regional Production Strength

Recently, Intel confirmed its acquisition of the Israeli company Tower Semiconductor for nearly $6 billion. If the transaction is successfully completed, it will help Intel expand its wafer foundry business. According to TrendForce, in the fourth quarter of 2021, Tower ranked ninth in the global wafer foundry market, with a total of seven factories located … Read more