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China Increases Silicon Wafer Targets in Global Chip Race

Summary by Semafor
China reportedly wants more than 70% of advanced silicon wafers in its semiconductor industry to be manufactured domestically, as the country looks to boost self-sufficiency amid a global chip race. China’s manufacturing capacity in the sector has increased steadily since the start of the decade, from a negligible share of global output to more than 25% last year. However, most advanced semiconductors still rely on foreign-made chips, Nikkei rep…

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Silicon wafers — the base substrate on which most logic and memory chips are produced — are an essential material.

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the deep dive broke the news on Tuesday, May 5, 2026.
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