NuAxiSemiconductor trade intelligence
[News] China Reportedly Targets 80% Chip Self-Sufficiency by 2030, Eyes Domestic 7nm Line and 14nm Production Stability
What happened
China aims for 80% chip self-sufficiency by 2030, targeting domestic 7nm lines and stable 14nm production. While current self-sufficiency is only 33%, mature node capacity is projected to rise from 25% to 42% by 2028. Traders should monitor this long-term capacity expansion plan for potential oversupply pressure in the mature node market.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Logic ChipsSemiconductor EquipmentAdvanced Packaging
AMECNauraJCET GroupSEMI China
capacitypolicyself-sufficiencymature-node
Source and time
Source: TrendForce · 3/30/2026 · View original source
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