Taiwan and the Global Semiconductor Supply Chain-China’s Pursuit of Semiconductor Self-Sufficiency
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Our Apr/May 2025 report features (1) the rapid expansion of China’s semiconductor manufacturing capacity, from 0% in 1990 to 24% of global capacity by 2022; (2) China’s "Made in China 2025" initiative aims for 70% self-sufficiency but its domestic chip production rate reached only 23% in 2023, with projections of 26.6% by 2027; (3) China’s reliance on Taiwan and South Korea for advanced chips (≤7nm); (4) Taiwan’s role in China’s semiconductor industry; and (5) a video by TaiwanPlus on Trump eyeing 100% tariff on Taiwan chips.
The TRO has been publishing monthly reports on key industry issues since August 2023 in our endeavor to provide up-to-date trends and developments. These reports cover a range of topics including the state of the semiconductor industry of major players in the global semiconductor supply chain as well as trends and developments in the semiconductor industry. We welcome you to join the WhatsApp Community of “Taiwan Semiconductor Reports” to receive timely updates of our monthly reports.
