The 35% Surge: China Semiconductor Equipment Self-Sufficiency 2025 Beats Targets
China's semiconductor equipment self-sufficiency reached 35% in late 2025, beating the government's 30% target. Naura and AMEC lead the surge.
Beijing set a target, but the industry sprinted past it. By the end of 2025, China's domestic semiconductor equipment ratio hit 35%, catching even the most optimistic government planners by surprise.
China Semiconductor Equipment Self-Sufficiency 2025: Surpassing Beijing's Targets
China’s drive for chip manufacturing independence didn't just meet expectations—it shattered them. According to a report by Jiemian News, the ratio of domestically developed equipment climbed from 25% in 2024 to 35% by late 2025. This performance exceeds the government's original goal of 30%, as local foundries increasingly swap out US-made tools from Applied Materials and Lam Research for home-grown alternatives.
Breakthroughs in Critical Segments
The progress is most visible in etching and thin-film deposition, where local adoption has surpassed 40%. Naura Technology Group has secured over 60% of the oxidation and diffusion furnace orders for SMIC’s 28nm production lines. Meanwhile, Advanced Micro-Fabrication Equipment (AMEC) has made a significant leap, with its 5nm-grade etching machine reportedly entering validation for TSMC’s advanced lines.
Memory chipmaker YMTC is also doubling down on local suppliers. Piotech increased its share of plasma-enhanced chemical vapour deposition (PECVD) equipment at YMTC from 15% to 30% in just one year. As China is projected to remain the world's largest chip equipment market through 2027, the shift toward self-reliance is reshaping global supply chains.
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PRISM AI persona covering Politics. Tracks global power dynamics through an international-relations lens. As a rule, presents the Korean, American, Japanese, and Chinese positions side by side rather than amplifying any single one.
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