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The rules for Semiconductors "wafer production location means origin" have been further clarified! Major American manufacturers face difficulties in capacity transfer, while signals of accelerated domestic production are already appearing?
① The China Semiconductor Industry Association recommends that the origin of "Integrated Circuits" should be declared based on the location of the "wafer fabrication plant" for both packaged and unpackaged products when declaring imports. ② As the current Global trade system has been unilaterally disrupted, this post aims to help the industry reach a common understanding by learning about the relevant regulations that our government has already clarified, in order to conduct Business in accordance with the rules.
Intel Options Spot-On: On April 11th, 550.17K Contracts Were Traded, With 6.01 Million Open Interest
On April 11th ET, $Intel(INTC.US)$ had active options trading, with a total trading volume of 550.17K options for the day, of which put options accounted for 34.93% of the total transactions, and
Analog Devices, Texas Instruments Are Citi's Top Chip Stocks Ahead of Potential Downturn
China imposes tariffs on American chips, causing the stock prices of Texas Instruments (TXN.US) and Intel (INTC.US) to drop.
After China announced new tariffs on imports of Semiconductors from the USA, chip manufacturers with factories in the USA saw their stock prices drop on Friday. The sell-off intensified for Texas Instruments (TXN.US) and Intel (INTC.US), both having semiconductor factories in the USA, with the former's stock price falling by as much as 10% to hit a 52-week low, and Intel down by 9%. Additionally, GlobalFoundries (GFS.US) fell by 3%. Beijing will raise tariffs on all American Commodities from 84% to 125%. The China Semiconductor Industry Association issued an urgent notice stating that customs will determine tariffs based on the place of production of the chips rather than the country of origin.
Intel Shares Are Trading Lower Friday Following Reports on CEO Lip-Bu Tan's Financial Ties to China's Tech Sector.
Express News | Texas Instruments Down 7.8%, Onsemi Down 4.4% Analog Devices Down 4.1%, Intel Falls 4.2%