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Mature-node chips, China
Shanghai, China31.29°N 121.58°E
computed criticality10/100
reading
China: ~29% of global mature-node (28nm+) capacity in 2023, ~33% projected by 2027
2024Fault line
Most of the world's chips are not leading-edge but mature: microcontrollers, power management, sensors. China is building dominant capacity there, creating a future dependence on the ordinary electronics of cars and industry.
↗Tightening2027
China's share of global mature-node fabrication capacity is set to rise from 29% in 2023 to 33% by 2027, while Taiwan's falls from 49% to 42%: concentration in foundational chips worsens.TrendForce, 2023 ↗
Actors
SMIC
Hua Hong
GlobalFoundries
UMC
Sources