I. Global Trade Regulations

Starting from September, Southeast Asian countries such as Vietnam, Thailand, and Malaysia have strengthened the enforcement of rules of origin, strictly investigating "false origin" of Chinese goods. They impose a 40% punitive tariff on re-exported goods that fail to achieve "substantial transformation". (Source: Trade Night Voyage)

The President of Mexico has announced a tariff reform proposal, targeting China and other Asian exporting countries. The proposal covers products under 1,371 tariff codes, including automobiles, auto parts, steel, textiles, toys, etc., with the maximum tariff rate reaching 50%. (Source: Focus Vision)

Starting from September, the third phase of the EU Import Control System (ICS2) has officially taken effect. It expands the scope of supervision to all modes of transportation and requires that all goods entering the EU must submit complete "Entry Summary Declaration" data. (Source: Zhejiang Council for the Promotion of International Trade)

II. Foreign Trade Information

From January to June this year, China's export volume of air conditioners to EU countries increased by 43.2% year-on-year, with the export value reaching 3.76 billion US dollars, a record high for the same period in history. (Source: Xinhua News Agency)

BH Innovations LLC of the United States has filed an application with the U.S. International Trade Commission (USITC), claiming that certain liquid crystal devices, components, and their downstream products exported to the U.S., imported into the U.S., and sold in the U.S. violate Section 337 of the U.S. Tariff Act. (Source: Trade Law Express)

Mexico has made a final anti-dumping ruling on footwear originating from China. It has decided to set a minimum price of 22.58 US dollars per pair for the involved products, and impose a differential anti-dumping duty on the involved products whose import price is lower than the minimum price. (Source: China Trade Remedy Information Network)

III. Overseas Expansion Information

The export value of chips has ranked first among China's single commodities. Driven by technological innovation and capital support, chips are accelerating their integration into the global high-end industrial chain.

According to data from the General Administration of Customs, in 2024, China's chip export volume reached 298.11 billion units, with an export value of 159.4991 billion US dollars, a year-on-year increase of 18.7%, exceeding the 1 trillion yuan mark and surpassing traditional competitive products such as clothing and mobile phones.

In 2025, more and more semiconductor enterprises will launch their listings in Hong Kong to promote the upgrading of their globalization strategies. For example:

GigaDevice Semiconductor Inc., whose four major product lines are all among the top 10 in the world；Montage Technology Co., Ltd., the world's largest supplier of memory interconnect chips. (Source: 36Kr Global)