China's National Push for Semiconductor Self-Reliance
Analysis based on 7 articles · First reported Mar 05, 2026 · Last updated Mar 06, 2026
The call for a coordinated national effort in China's semiconductor development signals increased government support and investment, potentially boosting Chinese chip companies like Naura Technology Group and Empyrean Technology. This initiative could intensify the technology rivalry with the United States and impact global semiconductor supply chains.
Top Chinese semiconductor executives, including chairmen from Naura Technology Group, Yangtze Memory Technologies, and Empyrean Technology, have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period. This initiative, published in Science and Technology Review, underscores China's push for technological self-reliance amid ongoing restrictions from the United States. The executives urged the government to pool national resources to integrate technological breakthroughs across institutions, specifically targeting extreme ultraviolet (EUV) lithography, electronic design automation (EDA) software, and advanced materials like silicon wafers. They highlighted ASML Holding as a benchmark for the complex ecosystem required for advanced chip-making tools. China has designated semiconductors as a core pillar of its nascent industry, with Premier Li Qiang emphasizing domestic chip R&D efforts. The goal is to overcome bottlenecks and establish China's own advanced semiconductor manufacturing capabilities.
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