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The capacity of the levy capacity is accelerated, now it is ready to become the world’s leading foundry hubs by 2030 and Tai -Wan overtaking is according to the latest Projection by Yole Group. Chinese dominance in this area is supported by the country’s pressure to produce its own technology because US export limitations are still increasing.
A rapid increase in China in the production of semiconductors
The Yole Group predicts that the Chinese share of global roasted capacity will increase to 30% by 2030, from 21% in 2024. On the other hand, Tai -wan, the current leader, held 23% last year. The Chinese foundry expansion has already powered it around South Korea (19%), Japan (13%) and the US (10%).
According to southern China Morning Post, acceleration It is supported by massive state investments in China Chipmaking, especially through the Chinese Integrated Circuit Investment Investment Fund (“Great Fund”), which raised national champions such as SMIC and HUA Hong Semiconductor.
In 2024 alone, the Chinese monthly production of wafers was 15% year -on -year, while the local chip was 15% of global foundry capacity, which is a substance that will significantly increase by the end of the decade. The construction of new semiconductor production plants, such as the 12 -inch Huahong device in WUXI, will compose the scale and the speed of the Chinese production ramp.
Geopolitical tension and Tai -Wan’s export intervention
Chinese double in this area comes at a time of growing geopolitical pressures. Just three weeks ago was Tai -wan saved Strict new export controls Biking on Chinese companies, such as Huawei and Smic, is effectively on a black list in access to advanced Taiwanese semiconductors technologies.
As Cryptoslate informed, this step in accordance with Tai -Wan in accordance with American policy and its aim is to close the gaps used by Chinese companies to circumvent existing sanctions. Updated rules require government approval for any export of top technologies to black entities, which is isolated by the Chinese chips sector from top global supply chains.
China Chipmaking: Consequences for AI and crypto branch
The result of this capacity has an impact on both Ai and crypto industry. The semiconductors are the backbone of the AI training and the inference of the AI, as well as the crypt of mining operations. Despite the ban on exporting a Chinese company such as Huawei and Smic, they are developing competing AI chips, but losing access to top Taiwanese technology could slow their progress and rely on domestic innovations.
For the crypto sector, the limitation of chip supply can directly affect the efficiency of network mining and security. American and Taiwanese restrictions have already increased operating costs for Chinese mining companies. If China manages to scaling its foundry and close the technological gap, it could stabilize home offers for crypto miners and AI developers, which potentially transforms the competitive landscape for both sectors.
