In July, the integrated circuit output of industrial enterprises above the scale of China reached 53 billion pieces, which is equivalent to the average daily production of about 1.7 billion chips. In the first seven months of this year, China's total integrated circuit exports reached US$216 billion, an increase of 99.5% over the previous year, exceeding the total export value of US$2019 billion for the full year of 2025. This set of data shows that China's integrated circuit industry is ushering in a new round of rapid growth. In addition to being happy, we still need to clearly see the hidden worries of the industry. Where is the worry? Deep industrial conflicts have yet to be resolved. Technical barriers and the risk of “getting stuck” still exist. Despite soaring chip production and exports, high-end chips are still constrained by foreign technology blockades. The localization rate of key materials and equipment is insufficient, and there are hidden dangers to the safety of the industrial chain. Concerns about the industrial structure have surfaced. Currently, production capacity growth mainly depends on memory chips and mature manufacturing processes. Low-end chip production capacity is concentrated, there are repeated construction problems, high-end chip production capacity is insufficient, and there is a structural shortage. The pressure of international competition continues to increase. The US technology blockade against China continues to escalate, and the reshaping of the global semiconductor landscape is full of uncertainty. Whether high export growth can continue to face the test. Facing a pattern where opportunities and challenges coexist, China's integrated circuit industry needs to shift from “quantitative accumulation” to “qualitative breakthroughs.” Anchor the high-end and break through the “stuck neck” bottleneck. It is necessary to continue to increase investment in research and development, tilt resources towards key core technologies, focus on weak areas such as equipment and materials, make good use of the new national system, and push individual technological breakthroughs to the full chain of capabilities.

In July, the integrated circuit output of industrial enterprises above the scale of China reached 53 billion pieces, which is equivalent to the average daily production of about 1.7 billion chips. In the first seven months of this year, China's total integrated circuit exports reached US$216 billion, an increase of 99.5% over the previous year, exceeding the total export value of US$2019 billion for the full year of 2025. This set of data shows that China's integrated circuit industry is ushering in a new round of rapid growth. In addition to being happy, we still need to clearly see the hidden worries of the industry. Where is the worry? Deep industrial conflicts have yet to be resolved. Technical barriers and the risk of “getting stuck” still exist. Despite soaring chip production and exports, high-end chips are still constrained by foreign technology blockades. The localization rate of key materials and equipment is insufficient, and there are hidden dangers to the safety of the industrial chain. Concerns about the industrial structure have surfaced. Currently, production capacity growth mainly depends on memory chips and mature manufacturing processes. Low-end chip production capacity is concentrated, there are repeated construction problems, high-end chip production capacity is insufficient, and there is a structural shortage. The pressure of international competition continues to increase. The US technology blockade against China continues to escalate, and the reshaping of the global semiconductor landscape is full of uncertainty. Whether high export growth can continue to face the test. Facing a pattern where opportunities and challenges coexist, China's integrated circuit industry needs to shift from “quantitative accumulation” to “qualitative breakthroughs.” Anchor the high-end and break through the “stuck neck” bottleneck. It is necessary to continue to increase investment in research and development, tilt resources towards key core technologies, focus on weak areas such as equipment and materials, make good use of the new national system, and push individual technological breakthroughs to the full chain of capabilities.