Urgent notice from the China Semiconductors Industry Association! How will the tariff storm reshape the industry landscape?

① According to regulations, the origin of "Integrated Circuits" is determined by the principle of changing the four-digit tariff number, meaning the location of wafer fabrication is regarded as the place of origin; ② The China Semiconductor Industry Association suggests that for "Integrated Circuits," whether packaged or unpackaged, the origin for import customs declaration should be based on the location of the "wafer fabrication plant"; ③ Institutions believe that after the U.S. announced its tariff policy, China's counter-tariff measures are significant as they will accelerate the process of domestic substitution.

cls.cnApr 11 00:14 ET

Semiconductors rise in adversity, Innovative Drugs make significant strides overseas, and Star companies work together to cope with external shocks.

① The increase in tariffs impacts the global business order, and companies on the Star are responding to challenges with their own innovations, becoming an important force in promoting Technology self-reliance and strength; ② Industry insiders point out that changes in overseas trade policies will force China's high-end manufacturing sector to further enhance its Technology innovation level, Industry Chain resilience, and globalization capabilities, thereby maintaining strategic determination and competitive advantage amidst tariff impacts, and accumulating energy for China to gain initiative in international competition.

cls.cnApr 6 21:01 ET

The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.

① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.

cls.cnMar 16 20:38 ET

According to Caixin Venture Capital, in February, there were 69 investment and financing events in the domestic Semiconductors sector, with institutions such as SMIC Juyuan and Yida Capital being active.

According to data from Financial Associated Press Venture Capital, there were a total of 69 private equity investment events in the domestic Semiconductors sector in February, a decrease of 32.35% compared to 102 events last month; In February, investment entities in the Semiconductors sector such as Semiconductor Manufacturing International Corporation, Yida Capital, Weikang Chuangxin, Contemporary Amperex Technology, DiDi Global Inc, and Shenzhen Capital Group were active.

cls.cnMar 14 10:00 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcnMar 5 02:42 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/7Mar 4 20:50 ET