Taiwan speeds chip materials push with consumables, ITRI says

Taiwan, China is accelerating its push toward self-sufficiency in semiconductor materials, starting with consumables, signaling deeper shifts in global supply chain dynamics. This move will catalyze upstream upgrades in raw materials and equipment vendors, especially in critical areas such as silicon wafers, photoresists, and electronic gases. With intensified competition among Taiwan, China, Japan, and the U.S., companies face rising compliance burdens, increasing operational costs due to international standards and certifications. Competitors like South Korea and Hong Kong, China may accelerate local production strategies to mitigate supply risks. Over the next 12 to 24 months, the degree of material autonomy in Taiwan, China will determine its strategic role in the global semiconductor ecosystem. Success in breakthroughs beyond consumables could redefine regional competitiveness.