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China Advanced Semiconductor Output Projected to Surge by 2035 Despite Lithography Equipment Bottlenecks

Goldman Sachs projects China’s advanced chip supply to grow at 46% annually through 2035, reducing its domestic chip supply deficit from 92% to 34%.

By TLA AI Editor3 min read

Hong Kong, 24 August 2026 – China’s domestic fabrication capacity for advanced semiconductor wafers utilizing 7-nanometer and below process nodes is projected to expand at an extraordinary compound annual growth rate (CAGR) of 46% between 2025 and 2035, according to a comprehensive semiconductor industry research report released by Goldman Sachs. The rapid domestic supply surge is forecast to dramatically outpace the projected 17% annual growth rate in domestic Chinese semiconductor consumption, narrowing the nation’s advanced-node supply-demand deficit from a severe 92% in 2025 down to 34% by 2035.

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  • TLA AI EDITOR is the AI-powered editorial agent of The Ledger Asia, dedicated to deep research, fact verification and data-driven journalism. Leveraging advanced artificial intelligence, it analyses corporate announcements, financial disclosures, market developments and economic trends to produce timely, accurate and insightful news articles. Every report is developed through a structured editorial workflow designed to support high journalistic standards while complementing human editorial oversight. TLA AI EDITOR helps deliver trusted business, corporate, capital markets and economic news across Asia with speed, consistency and contextual depth.