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China Mandates 50% Domestic Production for Semiconductors

12/30/2025

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Summary

Story summary

China now requires at least 50% of equipment for new semiconductor capacity to be domestically produced, aiming for a self-sufficient supply chain.
The policy is not publicly documented and follows United States export restrictions on advanced technology.
State-affiliated entities have placed a record 421 orders for domestic lithography machines, while Beijing's investments elevate Naura Technology and AMEC, with Naura's 2025 revenue up about 30%.

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Story summary

China now requires at least 50% of equipment for new semiconductor capacity to be domestically produced, aiming for a self-sufficient supply chain.
The policy is not publicly documented and follows United States export restrictions on advanced technology.
State-affiliated entities have placed a record 421 orders for domestic lithography machines, while Beijing's investments elevate Naura Technology and AMEC, with Naura's 2025 revenue up about 30%.