NDRC: Capacity utilization of major domestic wafer foundries remained above 90% in H1
Summary
Li Chao, deputy director of the Policy Research Office of the National Development and Reform Commission (NDRC), said at the August regular press conference that in the first seven months of this year, investment in the integrated circuit manufacturing industry increased by 11.5% year-on-year, showing sufficient momentum. In the first half of the year, capacity utilization of major domestic wafer foundries remained above 90%, with capacity for various process nodes gradually ramping up to meet the manufacturing needs of automotive-grade, industrial-grade, and other types of chips, showing a trend of booming production and sales.
Bubble analysis
This news shows high investment and capacity utilization in China's semiconductor manufacturing, but it does not provide specific investment amounts or comparisons with AI revenue, so it offers limited direct evidence for assessing an AI bubble. However, high capacity utilization may indicate strong demand, but it could also imply overinvestment, requiring more data.
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