China relaxes its stance on American semiconductors:

Recently, there have been frequent developments in the economic and trade fields between China and the United States, among which the tariff adjustment in the semiconductor industry has attracted much attention.On April 24th, it was revealed that Chinese customs issued an internal notice to cancel the additional tariffs on imported goods from the United States for eight commodity tax codes closely related to semiconductors and integrated circuits. This means that when related products originating from the United States enter the Chinese market, tariffs will be directly reduced to zero, sending a positive signal of "loosening restrictions".

 

At present, the tariff game between China and the United States continues to heat up, and the semiconductor industry, as a key area of technological competition, has become the focus of the two sides' struggle.

 

also inOn April 24th, CCTV reported citing senior US officials that the Trump administration is considering a series of tariff adjustment plans. One of the options is to lower the tariff rate for Chinese goods to around 50% -65%; Another "grading scheme" plans to classify goods imported from China according to their attributes, dividing them into two categories: "no threat to US national security" and "strategically significant to US national interests", in order to implement differentiated tariff policies.

 

US media reports suggest that the Trump administration's plan In the "grading scheme", the US plans to treat goods imported from China differently. Goods defined as' not posing a threat to US national security 'will face a 35% tariff; And for goods classified as "strategically significant to the national interests of the United States," the tariff rate is at least 100%. However, White House Press Secretary Levitt has made it clear that Trump's stance on tariffs against China shows no signs of softening. Although senior US officials have previously revealed that the government is considering various tariff adjustment plans, Levitt's remarks seem to have cast a layer of uncertainty over the direction of the US China tariff issue.

 

China's semiconductor trade with the United StatesOn April 24th, it was announced that Chinese customs has issued an internal notice exempting the following 8 tax codes related to semiconductors/integrated circuits from tariffs imposed on the United States and Canada. Specifically, tariffs on imports from the United States will be reduced to zero
1. Tax ID: 85415129

 

According to the official website, what is the regular tax rate30%

Tax number item disassembly: 
8541

Semiconductor devices (such as diodes, transistors, semiconductor based transducers);

Light sensitive semiconductor devices, including photovoltaic cells whether or not they are installed in components or assembled into blocks;

Light emitting diode（LED）， Whether or not assembled with other light-emitting diodes (LEDs);

2. Tax ID: 85423111

 

According to the official website, what is the regular tax rate30%

Tax number item disassembly:
8542 Integrated Circuit: 854231- Processor and controller, whether or not equipped with memory, converters, logic circuits, amplifiers, clock and timing circuits, or other circuits 85423111- Semiconductor module with converter function
 

3. Tax ID: 85423119

 

According to the official website, what is the regular tax rate46%

3.1 Disassembly of tax number and item:
8542 Integrated Circuit: 854231- Processor and controller, whether or not equipped with memory, converters, logic circuits, amplifiers, clock and timing circuits, or other circuits 85423119- Other
3.2 Classification pre ruling related number: R-2-2200-2024-0164
Specification Model6042B0934301， Chinese name: CPU Superchip

 

4. Tax ID: 85423190

 

According to the official website, what is the regular tax rate24%

4.1 Disassembly of tax number and item:
8542 Integrated Circuit: 854231- Processor and controller, whether or not equipped with memory, converters, logic circuits, amplifiers, clock and timing circuits, or other circuits 85423190- Other
4.2 Classification pre ruling related number: R-2-4600-2024-0021
Specification and Model: Brand:CIRRUS LOGIC， No Chinese brand; Model: CS42L77-XWZR/A1, Chinese name: Single Chip Integrated Circuit

 

5. Tax ID: 85423310

 

According to the official website, what is the regular tax rate45%

Tax number item disassembly:8542 Integrated Circuit: 854233- Amplifier: 85423310- Multi element Integrated Circuit
 

6. Tax ID: 85423390

 

According to the official website, what is the regular tax rate24%

Tax number item disassembly:8542 Integrated Circuit: 854233- Amplifier: 85423390- Other
 

7. Tax ID: 85423910

 

According to the official website, what is the regular tax rate45%

7.1 Disassembly of tax number and item:
8542 Integrated Circuit: 854239- Other: 85423910- Multi element Integrated Circuit
7.2 Classification pre ruling related number: R-2-2900-2022-0025
Specification ModelSIT1602BI-12-33E-27.000000， Chinese name: Silicon Crystal Oscillator (including Integrated Circuits)

 

Classification pre ruling related number:R-2-2900-2022-0023

Specification ModelX1G004241002012， Chinese name: Crystal oscillator (including integrated circuit)

 

  

8. Tax ID: 85423990

 

According to the official website, what is the regular tax rate24%

Tax number item disassembly:8542 Integrated Circuit: 854239- Other: 85423990- Other
howeverThe integrated circuits of the 854232 memory category, originating from the United States, are subject to an additional 125% tariff when imported into China.

 

According to the official website, the ordinary tax rate can be found85423210 is 45%, 85423290 is 24%

 

According to analysis, this pairTI、ADI、 American semiconductor manufacturers such as ON Semiconductor will be a positive factor.

  
Not only that, the leaked exemption form also includes some key semiconductor equipment, including chemical vapor deposition devices, physical vapor deposition devices, plasma dry etching machines, ion implantation machines, etc. required for semiconductor manufacturing.

 

In addition, testing equipment including instruments and devices for testing or inspecting semiconductor chips or devices, as well as instruments for detecting photomasks or gratings, are also included in this list.

  
Undoubtedly, this brings new niches to American companies such as Applied Materials, Panlin, Keley, as well as testing equipment giant Teradyne, which occupy important positions in the above-mentioned key semiconductor equipment fields.

  
As of now, the above news still lacks official confirmation and needs to wait for public notification from the China Semiconductor Industry Association or relevant departments.

  
On April 10, 2025, the US government announced a further increase in the tariff rate of "equivalent tariffs" on Chinese goods imported to the US to 125%. The United States' arbitrary imposition of excessively high tariffs on China seriously violates international economic and trade rules, disregards the post World War II global economic order constructed by the United States itself, and goes against basic economic laws and common sense. It is completely a unilateral bullying and coercive approach. The Chinese side strongly condemns this.

  
According to the Customs Law of the People's Republic of China, the Customs Law of the People's Republic of China, the Foreign Trade Law of the People's Republic of China and other laws and regulations, as well as the basic principles of international law, and with the approval of the State Council, the Tariff Commission of the State Council has issued a public announcementStarting from April 12, 2025, the additional tariff rate stipulated in the Announcement of the State Council Tariff Commission on Adjusting the Measures to Impose Additional Tariffs on Imported Goods Originating in the United States (Tariff Commission Announcement No. 5 of 2025) will be increased from 84% to 125%. Other matters shall be implemented in accordance with the Announcement of the State Council Tariff Commission on Imposing Additional Tariffs on Imported Goods Originating in the United States (Tariff Commission Announcement No. 4 of 2025).

 

Even if the US continues to impose high tariffs, it will no longer have economic significance and will become a joke in world economic history. At the current tariff level, there is no market acceptance possibility for US goods exported to China. If the US continues to play the tariff numbers game, China will ignore it. However, if the US insists on continuing to substantially infringe upon China's interests, China will resolutely retaliate and stay by its side until the end.