The Chinese are exercising their legs, geopolitics is making that 52% of the investment in China is going to upstream part of the supply chain of their semiconductor industry.
![1687918042513.png 1687918042513.png](https://www.sinodefenceforum.com/data/attachments/108/108722-6c305a309c1a93800d203afabbc3499e.jpg)
Affected by geopolitical factors coupled with the downturn of the chip market business cycle, China's semiconductor industry development focus is gradually shifting upstream. During 2021-2022, there were 176 semiconductor materials projects and 56 equipment projects, they took up a combined share of more than 30% of the 742 projects in total.
In comparison, during 2016-2020, there were only 40 semiconductor material projects and 7 equipment projects, accounting for a total of 15.6%.
In other words, the Chinese invested in a single year in the most neglected foreign dominated area of their semiconductor industry DOUBLE of what they invested in four years.
![1687918042513.png 1687918042513.png](https://www.sinodefenceforum.com/data/attachments/108/108722-6c305a309c1a93800d203afabbc3499e.jpg)
Affected by geopolitical factors coupled with the downturn of the chip market business cycle, China's semiconductor industry development focus is gradually shifting upstream. During 2021-2022, there were 176 semiconductor materials projects and 56 equipment projects, they took up a combined share of more than 30% of the 742 projects in total.
In comparison, during 2016-2020, there were only 40 semiconductor material projects and 7 equipment projects, accounting for a total of 15.6%.
In other words, the Chinese invested in a single year in the most neglected foreign dominated area of their semiconductor industry DOUBLE of what they invested in four years.