Subject


IC Manufacturing, Package&Test


2025-04-14

[News] China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI May Feel the Heat

IC Manufacturing, Package&Test

With China Semiconductor Industry Association now saying chip origin should be based on where wafers are made, another major shakeup on semiconductors may be coming. Reuters and Tom’s Hardware report that U.S. chipmakers like Qualcomm and AMD, which outsource production to TSMC, could dodge China...

2025-04-14

[News] Trump’s New Chip Tariff: Three Scenarios Reportedly Loom, with “Big Reservoir Model” Hit Hardest

IC Manufacturing, Package&Test

Last Friday’s tariff break on electronics like smartphones and laptops is just a breather, as media reports say they could soon face individual tariffs alongside semiconductors. While Trump is expected to reveal more details on chip tariffs Monday, this has sparked alarm in the chip industry, with...

2025-04-11

[News] China’s Semiconductor Industry Reportedly Sets Early Stance on Tariffs: IC Origin Tied to Wafer Fabrication

IC Manufacturing, Package&Test

According to Science and Technology Innovation Express News and Securities Daily, the China Semiconductor Industry Association advises that the origin of integrated circuits should be determined by where the wafer is fabricated. Citing an urgent notice issued by the China Semiconductor Industry A...

2025-04-11

[News] A Deep Dive into Intel CEO’s Vast China Investment Portfolio: SMIC, YMTC Supplier and More

IC Manufacturing, Package&Test

Intel’s new helmsman, Lip-Bu Tan, is best known as a seasoned investor and still chairs Walden International. However, as highlighted by Reuters, his investments in China appear more extensive than expected, reportedly covering hundreds of Chinese tech companies. Stakes in Over 600 Chinese Firm...

2025-04-11

[News] Global Wafer Foundry Market Pattern Could be Reshaped

IC Manufacturing, Package&Test

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

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