{"id":194992,"date":"2025-12-31T13:47:41","date_gmt":"2025-12-31T13:47:41","guid":{"rendered":"https:\/\/teknomers.com\/en\/chip-factories-required-to-utilize-50-domestic-technology\/"},"modified":"2025-12-31T13:47:42","modified_gmt":"2025-12-31T13:47:42","slug":"chip-factories-required-to-utilize-50-domestic-technology","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/chip-factories-required-to-utilize-50-domestic-technology\/","title":{"rendered":"Chip Factories Required to Utilize 50% Domestic Technology"},"content":{"rendered":"\n
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China’s New Semiconductor Rule: A Shift Towards National Technology<\/h2>\n

Since the U.S. recently permitted NVIDIA to sell its H200 chip to China, two distinct perspectives have emerged. Chinese companies like Alibaba and ByteDance are eager to acquire this technology, while the Chinese government is cautious, striving to diminish reliance on U.S. technology. This dynamic has led to significant regulatory changes aimed at bolstering domestic chip production.<\/p>\n

What Has Happened<\/h3>\n

According to a Reuters exclusive<\/a>, the Chinese government has enacted a new mandate requiring semiconductor manufacturers expanding their production to utilize at least 50% of equipment produced in China. While this guideline isn\u2019t formally documented, recent reports indicate that manufacturers need to verify compliance, facing potential denial of requests if they fail to meet this threshold.<\/p>\n

Why Is It Important?<\/h3>\n

This initiative underscores Beijing’s commitment to prioritizing homegrown technology in the semiconductor sector. By ensuring that equipment comes from domestic sources, the Chinese government aims to impact the entire supply chain, transcending chip production alone. This new strategy effectively compels manufacturers to rely on Chinese technology, even in areas where foreign solutions were previously viable. The overarching goal remains clear: achieve total self-sufficiency in semiconductor production.<\/p>\n

The Winners in This Shift<\/h3>\n

Prior to the implementation of this rule, Chinese firms like SMIC primarily relied on American equipment. This paradigm has shifted dramatically, as manufacturers are now compelled to turn to domestic providers such as Naura Technology and AMEC. The surge in demand for lithography machinery from these companies has not only bolstered their revenues but has also accelerated technological advancements. For example, Naura registered an impressive 779 patents in 2025, reflecting a significant leap in innovation.<\/p>\n

Challenges and the Path to Self-Sufficiency<\/h3>\n

Despite these advancements, the road to self-sufficiency in the semiconductor industry is fraught with challenges. Chinese firms currently lag several years behind global leaders like ASML and TSMC due to a lack of access to advanced lithography machines. In response, the Chinese government is concurrently promoting initiatives to reverse-engineer or “hack” existing technologies, aiming to elevate domestic capabilities.<\/p>\n

Emergence of Chinese AI Chip Companies<\/h3>\n

In the realm of artificial intelligence chips, China is also nurturing companies aspiring to become counterparts to NVIDIA, such as MetaX and Moore Threads. Although significant progress remains to be made, the narrative is shifting from questioning if these firms can compete to considering when they will reach comparable levels of technology.<\/p>\n

Through these concerted efforts, China is not just aiming to enhance its semiconductor capabilities but is also setting the stage for a future where it can operate independently within the global technology landscape.<\/p>\n

Image | Nick Wood<\/a>edited<\/p>\n

In Xataka | Huawei and SMIC find the key to creating 7nm chips: do an ‘Ikea hack’ to the oldest ASML machines<\/p>\n<\/div>\n


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General News – 2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

China’s New Semiconductor Rule: A Shift Towards National Technology Since the U.S. recently permitted NVIDIA to sell its H200 chip to China, two distinct perspectives have emerged. Chinese companies like Alibaba and ByteDance are eager to acquire this technology, while the Chinese government is cautious, striving to diminish reliance on U.S. technology. This dynamic has […]<\/p>\n","protected":false},"author":1,"featured_media":194993,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36399],"tags":[10792,21308,3723,3610,2835,24970],"class_list":["post-194992","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-chip","tag-domestic","tag-factories","tag-required","tag-technology","tag-utilize"],"_links":{"self":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/194992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/comments?post=194992"}],"version-history":[{"count":1,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/194992\/revisions"}],"predecessor-version":[{"id":194994,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/194992\/revisions\/194994"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media\/194993"}],"wp:attachment":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media?parent=194992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/categories?post=194992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/tags?post=194992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}