NuAxiSemiconductor trade intelligence
RT NEWS: 🔥 #China is pushing chip tool self-reliance—new fabs must source 50%+ locally, reportedly targeting 70% for mature nodes by 2027. With #N...
What happened
China is reportedly mandating new fabs to source over 50% of chipmaking tools locally, with a target of 70% for mature nodes by 2027, accelerating the push for self-reliance. Domestic equipment makers like Naura and SMEE are expected to be primary beneficiaries of this policy shift. Watch: This creates long-term uncertainty for foreign equipment suppliers' market share in China while potentially easing supply chain risks for domestic fabs.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
Semiconductor Equipment
Naura Technology GroupShanghai Micro Electronics Equipment (SMEE)
localizationpolicysupply-chain-shiftmature-nodes
Source and time
Source: TrendForce Official (Market Data) · 2/19/2026 · View original source
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