China’s advanced chip gap could fall to 34% by 2035

China’s 7nm-and-below chip supply is projected to grow 46% annually through 2035, outpacing 17% demand growth, Goldman Sachs said. Domestic foundries could produce 410,000 wafers a month by then against demand of 619,000, narrowing the supply gap from 92% in 2025, though lithography remains a key constraint.

Source: SCMP