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总结
据知情人士称，中国正要求半导体制造商在新增产能扩建中，国产设备使用比例至少达到50%。该要求被视为北京推动半导体供应链自给自足的重要举措，意在在外部限制和不确定性上升背景下，提高关键制造环节的国产化水平。新规可能改变芯片厂扩产采购结构，利好本土半导体设备厂商，同时对依赖进口设备的扩产节奏、成本与工艺选择带来约束与调整压力。
正文
China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, three people familiar with the matter said, as Beijing pushes to build a self-sufficient semiconductor supply chain. Worker miniatures are placed among the flag of China and printed circuit boards with semiconductor chips, in this illustration picture taken July 5, 2023. REUTERS/Florence Lo/Illustration
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