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South China Morning Post
China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says
According to Goldman Sachs, China is expected to reduce its advanced semiconductor chip deficit from 92% to 34% by 2035. This projection highlights a significant shift towards enhancing domestic production capabilities in the semiconductor industry. The analysis acknowledges current challenges like equipment bottlenecks but maintains an optimistic outlook for China's technological development in the chip sector.
MonitorConfidence: MediumLong term horizon
Published 24 Aug 2026, 12:25 UTC1 min read
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Summary
TL;DR
- Goldman Sachs predicts a reduction in China's advanced chip deficit to 34% by 2035
- Current deficit stands at 92% due to reliance on foreign technology
- Domestic production capabilities are expected to improve significantly
- Equipment bottlenecks present challenges but manageable
- Shift indicates growth in China's semiconductor industry and technological independence
Interesting facts
- The current 92% deficit shows the extent of foreign dependency in China's chip market.
- China's ambitious goals align with global trends for semiconductor self-sufficiency.