China semiconductor industry research

China semiconductor industry research from ForSilicon Research

ForSilicon Research maps mainland China’s wafer fabs, WFE spend, equipment and materials localization, named companies, and advanced packaging — the China semiconductor industry as it actually buys tools, materials, and components. This hub points to the live products, directories, and published capacity series. Subscriptions and analyst briefings are by inquiry, not a self-serve data dump.

Source: ForSilicon Research, June 2025

China fab capacity

Published wafer capacity, 2015–2030F

The public China wafer-capacity series on this site runs from 2015 through 2030F, in kunits per month on an 8-inch-equivalent basis. The 2030F point is 14,800 kunits/month. Those are the same figures charted on the homepage, sourced ForSilicon Research, June 2025. Line-level history, utilization, and WFE sit in the paid wafer-manufacturing monitor.

Cite the capacity forecast →
China wafer capacity, 2015–2030F kunits per month, 8-inch equivalent
China wafer manufacturing capacity, kunits per month (8-inch equivalent)
Year Capacity
2015 1,300
2016 1,430
2017 1,550
2018 1,800
2019 2,169
2020 2,920
2021 4,000
2022 4,800
2023 5,800
2024 6,930
2025 8,400
2026F 9,800
2027F 11,250
2028F 12,550
2029F 13,850
2030F 14,800
kunits of capacity by 2030F
14,800+
kunits of capacity by 2030F
capacity growth vs 2020
~5×
capacity growth vs 2020
domestic vs foreign-invested capacity by 2030F
6×
domestic vs foreign-invested capacity by 2030F

Source: ForSilicon Research, June 2025

Research map

China semiconductor coverage on this site

Each block is an existing ForSilicon asset — products, directories, insights, or press — not a new forecast.

01

China fab capacity

Cite the published 2015–2030F series: 14,800 kunits/month (8-inch equivalent) in 2030F, 8,400 in 2025, about 5× versus 2020, and 6× domestic versus foreign-invested capacity by 2030F. Use the forecast page for the table and unit note — not a third-party reprint.

02

WFE and wafer manufacturing research

Quarterly China foundry and IDM capacity and utilization, plus annual wafer-fabrication-equipment spend, so equipment, materials, and components firms can see which lines are expanding and what they will buy. Related WFE categories — lithography, etch, deposition, CMP, clean, and furnace — are covered in that monitor and as custom work.

04

Chinese semiconductor companies

Public directories of named mainland China wafer fabs and OSAT / advanced-packaging companies — English and Chinese names, business models, and links into capacity, WFE, and packaging research. Directory stubs are a company map, not a substitute for the paid databases.

06

China chip news and briefings

ForSilicon is a research institute, not a wire service. Dated China semiconductor analysis lives on Insights; citation and press notes live on the press page. There is no rolling newsroom feed on this site — ask for an analyst briefing if you need a subscription update.

07

China EUV lithography as a research topic

EUV and leading-edge lithography localization is a question clients ask because it sits next to export controls and China WFE. This site does not publish an EUV adoption rate or a timeline. If that is the briefing you need, talk to an analyst — we work from observable China equipment and localization research, not from invented forecasts.

Subscription research

WFE, packaging, furnace, materials, and components

Start with the monitor or deep-dive that matches the China semiconductor question you have, then ask for a sample or localization briefing.

Frequently asked

What China semiconductor research does ForSilicon publish?

ForSilicon Research covers mainland China wafer-fab capacity and utilization, WFE spend, advanced packaging / OSAT, furnace equipment, materials, and components, plus public directories of China fabs and packaging companies. The public 2015–2030F capacity series is on the wafer-capacity forecast page; line-level data is in the paid monitors. Contact contact@forsilicon.com for a sample or subscription briefing.

Do you cover semiconductor equipment suppliers in China?

Yes — as research, not as a parts catalog. Furnace equipment, materials, and components studies map which domestic suppliers are in production and where imports still hold. Broader WFE categories (lithography, etch, deposition, CMP, clean) are in the wafer-manufacturing monitor and as custom research.

Where do you publish China chip news?

Dated analysis is on Insights. Citation and press notes are on the press page. We do not run a newsroom ticker. For ongoing briefings, talk to an analyst about a research subscription.

Do you list Chinese semiconductor companies by name?

The China fabs directory and the China advanced-packaging companies directory are public name maps with English and Chinese variants. They are not a complete capacity database. Detailed capacity, utilization, and WFE sit in the paid products.

Do you forecast China EUV lithography adoption?

No public EUV adoption rate or timeline is published on this site. EUV and lithography localization are briefing topics we will discuss from the WFE and equipment-supplier research we do publish. Contact an analyst if that is the question you need answered.

Talk to an analyst about China semiconductor research

Tell us whether you need a capacity or WFE sample, a localization briefing, a named-company map, or a subscription conversation — we will follow up from contact@forsilicon.com.

  • Sample outlines and China semiconductor subscription options
  • Capacity, WFE, and localization briefings
  • Direct email: contact@forsilicon.com

Email us at contact@forsilicon.com