Key facts
- Chinese chip material makers are boosting output of cutting-edge products.
- The goal is to challenge long-standing Japanese market leaders.
- This effort is part of Beijing's push for semiconductor self-sufficiency.
Chinese manufacturers of semiconductor materials are significantly increasing their production of advanced products, aiming to challenge the dominance of long-established Japanese companies in a market valued at $73 billion. This strategic push by Chinese firms is directly supported by Beijing's broader objective to achieve greater self-sufficiency in the semiconductor industry.
Companies like Guangyuan New Material are actively ramping up production, particularly for materials crucial for AI chip packaging. This move signifies a direct effort to capture market share from leading Japanese players such as Nittobo, which have historically held a strong position in this high-tech sector.