Sources: China targets 70%+ of silicon wafers used by its chipmakers to be made domestically by 2026; chipmakers see an unspoken mandate to use local 12" wafers (Nikkei Asia)
China aims for domestic production to supply over 70% of the silicon wafers used by its semiconductor manufacturers by 2026, according to sources. The goal reflects a push for self-reliance in critical chipmaking materials, particularly 12-inch wafers. Chipmakers reportedly face an unspoken mandate to adopt locally produced wafers despite potential quality and cost challenges.
- ▪China targets domestic production of over 70% of silicon wafers used by its chipmakers by 2026.
- ▪The initiative focuses on increasing the use of locally made 12-inch silicon wafers in the semiconductor industry.
- ▪There is an unspoken mandate for Chinese chipmakers to use domestically produced wafers.
- ▪Silicon wafers are a foundational material in semiconductor manufacturing.
- ▪The move is part of China's broader strategy to achieve self-sufficiency in semiconductor supply chains.
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