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[News] Fujian to Build IC and Optoelectronics Industry Clusters in 15th Five-Year Plan, Targeting RMB 300 Billion in Total Output Value

What happened

Fujian Province announced a 15th Five-Year Plan targeting a RMB 300 billion output value for IC and optoelectronics clusters by 2030. The plan focuses on expanding capabilities in chip design, specialty processes, and optoelectronic components to support AI and high-end display markets. This policy signals long-term regional capacity expansion and government support for the semiconductor ecosystem.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Integrated CircuitsCompound SemiconductorsNext-Generation DisplaysOptoelectronic Components
Fujian Province
policycapacity-expansionfujian

Source and time

Source: TrendForce · 8/18/2026 · View original source

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