Yole Group forecasts that China’s share of global foundry capacity will rise to 30% by 2030, up from 21% in 2024. In contrast, Taiwan, the current leader, held a 23% share last year. China’s foundry expansion has already propelled it past South Korea (19%), Japan (13%), and the U.S. (10%) in capacity rankings.
In 2024 alone, China’s monthly wafer production jumped 15% year-on-year, with local chipmakers accounting for 15% of global foundry capacity, a figure set to rise substantially by the decade’s end. The construction of new semiconductor fabrication plants, such as Huahong’s 12-inch facility in Wuxi, compounds the scale and speed of China’s manufacturing ramp-up.
As CryptoSlate reported, this move aligns Taiwan more closely with U.S. policy and aims to close loopholes exploited by Chinese companies to circumvent existing sanctions. The updated rules require government approval for any high-tech exports to the blacklisted entities, further isolating China’s chip sector from cutting-edge global supply chains.
For the crypto sector, chip supply constraints can directly impact mining efficiency and network security. U.S. and Taiwanese restrictions have already raised operational costs for Chinese mining firms. If China succeeds in scaling its foundry capacity and closing the technology gap, it could stabilize domestic supply for crypto miners and AI developers, potentially reshaping the competitive landscape for both sectors.
