AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-18 01:33

China Presses Ahead with Localization of Semiconductor Equipment

True

China Presses Ahead with Localization of Semiconductor Equipment
Image source: 조사 출처

China's push to develop domestic semiconductor manufacturing equipment is progressing despite continued technological gaps with leading global suppliers, according to a review of 12 primary sources. The effort, part of Beijing's broader strategy to reduce reliance on foreign chipmaking tools, remains a work in progress with outcomes still uncertain in key process areas.

원문 주장 (KR)
中 반도체 장비 국산화 도전

Localization Drive in Chinese Equipment

Chinese equipment makers have been working to substitute imported tools across lithography, deposition and etching steps. The drive has gained urgency amid export controls that restrict access to advanced foreign equipment. While domestic suppliers have made headway in some categories, the most advanced nodes continue to depend on overseas tools.

The review of 12 primary sources supports the characterization of China's semiconductor equipment localization as a genuine, ongoing challenge — one that has produced real progress but has not yet closed the gap with established international suppliers.

Limits and Uncertainty

Significant uncertainty remains over how quickly Chinese toolmakers can reach parity in advanced lithography and other critical process equipment. The sources reviewed do not establish a timeline for overcoming the remaining technical barriers, and the pace of localization is likely to depend on both continued state investment and the evolving export-control environment.

Korean equipment and memory suppliers, including Samsung and SK hynix, are watching these developments closely, as shifts in China's equipment self-sufficiency could reshape supply chains across the region.

The claim that China is taking on the challenge of localizing its semiconductor equipment is True.

Verdict: True

Sources — primary documents (12)
  1. https://world.huanqiu.com/article/4Hz1KU3xOzj
  2. https://www.bis.gov/press-release/commerce-strengthens-export-controls-restrict-chinas-capability-produce-advanced-semiconductors-military
  3. https://www.yolegroup.com/press-release/chinas-semiconductor-equipment-localization-enters-a-new-growth-phase/
  4. https://www.prnewswire.com/news-releases/semi-reports-global-semiconductor-equipment-billings-reached-135-billion-in-2025-up-15-year-on-year-302735003.html
  5. https://www.smee.com.cn/eis.pub?service=homepageService&method=indexinfo&onclicknodeno=1_4_1_1
  6. https://www.sec.gov/Archives/edgar/data/937966/000162828025045043/pressreleasequarterlyresul.htm
  7. https://www.trendforce.com/news/2024/12/09/news-acceleration-of-localization-in-chinas-semiconductor-industry/
  8. https://aiqicha.baidu.com/company_detail_53138465876569
  9. https://www.asml.com
  10. https://efts.sec.gov
  11. https://www.smee.com.cn/images/v2/product/SSA600.jpg
  12. https://www.naura.com/Public/Upload/image/20221207/1670418594a5f8e166d187fa9e.png

KR: /news/20261018-457d38 · 판정: 사실