Analysis: Semi capacity in China to grow 40% in next 5 years
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TechInsights compiled information on semiconductor fab capacity in China (including Chinese-owned and multinational-owned fabs). Semiconductor production capacity in China expected to grow by 40% in next five years, mainly concentrated in 12-inch fabs and mature nodes. Will the increased semiconductor production be utilized within China’s borders? The worry is that excess semiconductor production may lead China to undercut pricing - hence the recent semiconductor tariff increase in the USA.
