A 25% tariff on every integrated circuit imported from China sounds straightforward until you realize how many US-designed chips qualify as Chinese-origin under current trade rules. For fabless semiconductor companies – and for the OEMs buying their products – the …
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Tag Archives: semiconductor
Section 301 tariffs on semiconductors: why country of origin follows the package, not the design
Semiconductor duty stacking: tracking tariff exposure when your chip crosses four borders
A single integrated circuit can cross four national borders between wafer start and delivery to your dock. Each crossing involves a different manufacturing stage, a different HTS classification, and potentially a different duty rate. For procurement teams managing semiconductor BOMs …
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Electronics industry readers comment on crisis in Japan
Well prepared supply-chains, like Apple, have hedged their sources and will do well. It is very hard to refrain from saying, “I told you so” when looking at the failure to set up second sources, alternate manufacturing sites.
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Taiwan electronics end-market demand trends
According to industry researchers, after just two months of relatively strong, above seasonal performance, Taiwan monthly sales were just slightly ahead of seasonal. The report breaks down trends for each of the following end-markets …
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