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How China's New Chip Origin Rule Redraws the Global Semiconductor Map

Summary by Pandaily
In April 2025, a regulatory shift quietly issued by China’s Semiconductor Industry Association sent tremors through the global semiconductor supply chain. The rule redefines the country of origin for imported chips not by where they are packaged, but by where they are fabricated — the wafer stage. While seemingly technical, this move dramatically reshapes how tariffs apply to semiconductors, and serves as a strategic lever in Beijing’s increasin…
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Pandaily broke the news in on Tuesday, April 15, 2025.
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