2025 White Dew to Arrive!
As autumn's breath deepens, September 7th will usher in the Bailu solar term, the third marker of autumn that signifies the end of early autumn and the beginning of mid-autumn. Coincidentally, the semiconductor industry has recently witnessed a series of groundbreaking developments.
Bailu (White Dew), the fifteenth of China's 24 solar terms, occurs between September 7th and 9th on the Gregorian calendar each year. In 2025, the exact moment of Bailu falls on September 7th. Ancient Chinese philosophy correlates the four seasons with the five elements, assigning autumn to metal, which corresponds to white—thus the name "White Dew" evokes the image of dewdrops forming as temperatures drop during autumn nights.
Following the Bailu solar term, summer winds gradually yield to winter monsoon patterns, with cold air masses moving southward more frequently. The Northern Hemisphere experiences shorter daylight hours and diminished solar intensity, while clear, cloudless nights facilitate rapid radiative cooling from the earth's surface, accelerating temperature declines. Nanjing residents particularly cherish the custom of drinking Bailu tea, embodied in the folk saying: "Spring tea is bitter, summer tea astringent; for good tea, one must await autumn's White Dew." After enduring summer's intense heat, tea plants enter an optimal growth period around Bailu. Meanwhile, the tradition of brewing Bailu rice wine thrives in Jiangsu and Zhejiang provinces. In bygone eras, rural households in these regions would commence wine production as Bailu arrived, creating a slightly sweet, warm fermented beverage served to guests—known as "Bailu rice wine."
As nature transitions into Bailu, the global semiconductor industry is experiencing its own "autumn chill." On September 4th, U.S. President Trump announced substantial tariffs targeting semiconductor companies without manufacturing facilities in America. While characterizing these tariffs as "considerable," he simultaneously offered exemptions for firms investing in or planning U.S. production facilities. Apple received particular praise for its commitment to invest $600 billion in the U.S. over the next four years. Concurrently, the U.S. Department of Commerce recently revoked the Validated End-User (VEU) status of Intel Semiconductor, Samsung Semiconductor, and SK Hynix, effectively ending their privilege to import chip manufacturing equipment from the U.S. without new licenses. Another seismic shock rocked markets on September 5th: OpenAI's announcement of plans to collaborate with Broadcom on proprietary AI chips, with mass production scheduled to launch next year. This news propelled Broadcom's stock to surge over 5% in after-hours trading.
The Bailu solar term symbolizes both harvest and accumulation—a metaphor equally applicable to recent semiconductor breakthroughs resulting from prolonged technological cultivation. Both natural rhythms and technological innovation continue to pulse to their distinct cyclical patterns.
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SMYG LIMITED is an original stock, order electronic components procurement platform, 28 years of component distributors, the company is based on the electronic components industry, based on "honesty and trustworthiness, mutual benefit and win-win" business Philosophy, with the "Internet +" operation mode of integrating advantageous resources, focus-ing on one-stop electronic component procurement, component BOM distribution and other services for electronic components. All components are sourced directly from the original manufacturers and agent channels, ensuring guaranteed quality.
