China's Electronics Sector Focuses on Semiconductor Supply Chain Security

• •China's new five-year plan targets semiconductor supply chain security.
• •Revenue from the electronics sector is projected to exceed 30 trillion yuan by 2030.
• •The plan emphasizes full-chain breakthroughs in integrated circuits and AI technologies.

China has announced a new five-year plan aimed at strengthening its electronics supply chain, particularly in integrated circuits, as part of its broader strategy to enhance its semiconductor capabilities. The plan, released by the Ministry of Industry and Information Technology (MIIT), sets ambitious revenue targets of over 30 trillion yuan ($4.24 trillion) by 2030, requiring an annual growth rate of over 11%. This shift emphasizes full-chain breakthroughs in semiconductor technology, which are critical for industries such as AI and telecommunications. The plan also aims for a research and development investment intensity of 3.5% across the sector by 2030. In the first half of 2026, the electronic information manufacturing industry reported a revenue increase of 18.5% year-on-year, reaching 9.41 trillion yuan. Experts view this initiative as a strategic response to global technology competition, indicating a significant restructuring of China's semiconductor sector. The plan has been positively received by industry experts, who believe it is timely given the current global tech landscape.