China clarifies chip import rules, impacting US firms with domestic fabs
a year ago
- #semiconductors
- #tariffs
- #US-China trade
- China clarified regulations on semiconductor origin determination, affecting US firms with domestic fabs.
- The origin of chips is defined by the location of wafer tape-out factories, impacting tariff classifications.
- US fabless companies (e.g., Nvidia, Apple, AMD) are largely unaffected as their chips are made in non-US foundries.
- US firms with domestic fabs (e.g., Intel, Micron) face additional tariffs on China-bound chips produced in the US.
- China increased tariffs on all US imports to 125%, intensifying trade measures.