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美国将为芯片制定新规则?
半导体行业观察· 2025-09-27 01:38
然而,由于芯片的复杂性、性能、成本和价值各不相同,《华尔街日报》并未透露美国政府计划如何统计进口集成电路 的数量。100万个智能手机应用处理器(例如苹果的A19/A19 Pro)远不及100万个高性能AI加速器(例如英伟达的 B300)。 公众号记得加星标⭐️,第一时间看推送不会错过。 来源 : 内容来自 tomshardware,谢谢 。 美国政府新规:芯片制造商每从其他国家进口一块芯片,就必须在美国生产一块,才能避免 100% 的关税——据称,特 朗普政府正在根据新关税计划制定新的 1:1 芯片出口规则。 但不同复杂程度的芯片如何计算仍是未知数。 据《华尔街日报》报道,特朗普政府正在制定一项政策,要求半导体公司将其国内芯片产量与其客户进口到美国的芯片 数量进行匹配。如果芯片制造商未能长期保持1:1的比例,他们将不得不支付巨额进口关税。该计划旨在促进国内芯片生 产,并可能重塑全球供应链,但它带来的物流和技术挑战可能会使其实施变得复杂。 根据《华尔街日报》援引的草案,芯片制造商需要将每块进口芯片与一块美国制造的芯片进行匹配。如果他们长期未能 做到这一点,将被处以进口关税的惩罚,最高可达100%。这一做法的意义 ...
【太平洋科技-每日观点&资讯】(2025-04-21)
远峰电子· 2025-04-20 12:08
Market Overview - The main board saw significant gains with stocks like Yuyin Co. (+10.12%), Shenglu Communication (+10.09%), and Wuhan Fangu (+10.05%) leading the charge [1] - The ChiNext board also performed well, with Dali Kipu (+20.01%) and Shuo Beid (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Shihua Technology (+20.02%) and Canqin Technology (+20.02%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+3.16%) and SW Communication Cables and Accessories (+2.69%) [1] Domestic News - The semiconductor sector is advancing with the launch of a 12-inch integrated circuit chip production line by Rongxin, with a total investment of 16 billion yuan, aiming for a monthly capacity of 35,000 wafers [1] - China Mobile announced a centralized procurement project for approximately 8.5 million optical cable joint boxes, totaling around 470 million yuan [1] - Nanjing University unveiled its self-developed brain-computer interface (BCI) technology, including a specialized chip and various neural signal systems [1] - Rainbow Co. plans to transfer 30% of its subsidiary Rainbow Optoelectronics through public listing to support its glass substrate business strategy [1] Company Announcements - Top Cloud Agriculture reported a total revenue of 489 million yuan for 2024, a year-on-year increase of 6.41%, with a net profit of 123 million yuan, up 7.35% [2] - Tianfu Communication achieved a total revenue of 3.252 billion yuan in 2024, marking a 67.74% increase, and a net profit of 1.344 billion yuan, up 84.07% [2] - Dazhu CNC reported a total revenue of 3.343 billion yuan for 2024, a significant increase of 104.56%, with a net profit of 301 million yuan, up 122.2% [2] - Zhongrong Electric reported a total revenue of 1.421 billion yuan for 2024, a 34.11% increase, with a net profit of 187 million yuan, up 59.8% [2] International News - The global smartphone application processor market is shifting, with MediaTek leading at 34%, followed by Apple (23%), Qualcomm (21%), and others [3] - The U.S. continues to tighten chip export controls to China, affecting major suppliers like NVIDIA and AMD [3] - Samsung Electronics has improved the yield rate of its 4nm logic chips to over 40%, which is crucial for its HBM4 development [3] - DKT announced a 30 billion won investment for new facilities targeting IT OLED and automotive electronics sectors [3]