2026Year3In March, the State Council officially released the "Action Plan for High-Quality Development of the Integrated Circuit Industry" during the Two Sessions.2026—2030year)》, for China's semiconductor industry"self-reliant and controllable"The initiative has charted a clear five-year roadmap. The plan explicitly states that by2030China's chip self-sufficiency rate in {0} will be2025about {0} years25%Upgrade to50%Above, and build3to5Establishing an internationally competitive semiconductor industrial cluster marks that China's integrated circuit industry has entered a critical攻坚 phase.

The action plan focuses on three key directions. In advanced process technology, the plan will concentrate resources to achieve breakthroughs.7Accelerate the R&D and industrialization of core equipment such as domestic lithography and etching machines for process nodes at the nanometer scale and below.AIChip sector: strategic focusGPU、NPUalong with computing-in-memory chips to meet the urgent demand for surging AI computing power. In terms of equipment and materials, we will intensify efforts on key materials such as photoresists, electronic special gases, and large silicon wafers to enhance the resilience and security of the industrial and supply chains.

To ensure the goal is achieved,2026National capital investment in the semiconductor sector this year will exceed5000billion yuan, building an industrial investment system through multiple channels including the Big Fund, local government-guided funds, and social capital. Additionally, plans are in place to establish an integrated circuit industry..."Lead the initiative"Establish a mechanism that encourages collaboration among enterprises, universities, and research institutions to tackle key challenges. Teams achieving major breakthroughs will receive substantial rewards.

Analysts believe the launch of this action plan carries significant strategic importance. Amidst deep restructuring of the global semiconductor landscape and escalating geopolitical risks, boosting domestic chip self-sufficiency has become essential to safeguarding national economic and industrial security. Through a five-year systematic rollout, China is poised to establish differentiated competitive advantages in select niche areas, progressively narrowing the gap with international leaders.3to5Building internationally competitive industrial clusters will also drive the development of upstream and downstream supporting industries, creating a trillion-yuan industrial ecosystem.