据报中国要求芯片制造商在新增产能时,至少50%得是国产
Ge Long Hui·2025-12-31 09:44
Group 1 - The core viewpoint of the article is that China has quietly introduced a new regulation requiring chip manufacturers to ensure that at least 50% of the equipment used in new capacity additions is sourced from domestic suppliers [1] - This regulation is not yet formalized in any legal text, but companies applying for government approval to build or expand wafer fabs have been asked to provide proof that at least 50% of their equipment procurement expenditures are allocated to local suppliers [1] - Relevant authorities have indicated that the 50% requirement is merely a baseline, with the long-term goal being the complete localization of wafer and chip manufacturing equipment in China [1]