China’s Advanced Chip Supply Set to Surge
💡China may sharply expand advanced AI-chip capacity, but lithography bottlenecks still threaten reliable supply.
⚡ 30-Second TL;DR
What Changed
Advanced-process wafer supply in China is forecast to grow at a 46% compound annual rate from 2025 to 2035.
Why It Matters
Greater domestic availability of advanced chips could improve China’s ability to support AI training, inference, and other high-performance computing workloads. Persistent lithography constraints may nevertheless keep access, performance, and supply-chain risk uneven for AI infrastructure operators.
What To Do Next
Run MLPerf Inference tests on your available accelerators and map the results to a procurement plan that accounts for 7-nanometre chip availability and lithography-related supply risk.
Key Points
- •Advanced-process wafer supply in China is forecast to grow at a 46% compound annual rate from 2025 to 2035.
- •Domestic foundries are expected to substantially reduce China’s advanced-chip supply deficit over the next decade.
- •Lithography remains the main bottleneck, limiting China’s ability to achieve full semiconductor independence.
- •The projected growth in advanced wafer supply significantly exceeds the broader semiconductor market’s expected 17% annual growth.
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Original source: SCMP Technology ↗
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