China Unveils Five-Year Plan to Boost Semiconductors, Chip Stocks Rally on the News

RegulationIndustry Impact 4
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Summary · why it matters

China unveiled its 15th five-year plan for the electronic information manufacturing industry, covering the period from 2026 to 2030, aimed at strengthening domestic capabilities in semiconductors and advanced manufacturing. This sent Chinese chip and electronics stocks higher today (Sept 16) on expectations that the government will increase support for the sector. The plan targets large qualifying companies in the electronic information manufacturing industry to achieve combined revenue of more than 30 trillion yuan, or 4.4 trillion US dollars, by 2030, while aiming for industry research and development investment to rise to 3.5% of revenue. China designated integrated circuits, advanced computing, consumer electronics, basic electronics, and power electronics as priority industries. For semiconductors, the policy covers everything from chip design and manufacturing, advanced packaging and testing, to equipment and materials for semiconductor production, as well as electronic design automation. China wants to drive breakthroughs in high-end processors, memory chips, and analog chips. The move boosted stocks in the sector, with Cambricon Technologies surging 6%, while Shanghai-listed Semiconductor Manufacturing International Corp rose 4.2% and its Hong Kong-listed shares gained 4.4%. NAURA Technology rose 3.8%. Consumer electronics stocks also advanced, with Luxshare Precision up 2.7%, BOE Technology up 2.1%, and Foxconn Industrial Internet up 3.2%, while Goertek also gained. The measures come as China's technology sector draws support from investment in artificial intelligence and advanced manufacturing, with the country's industrial output in August rising 5.2% year on year, while production of industrial robots and lithium-ion batteries expanded strongly. Beijing also wants to strengthen domestic supply chains, as Chinese companies face restrictions on access to advanced semiconductors and manufacturing technology from abroad.

Impact on stocks 7

Others▲ · 7 stocks
NAURA Technology Group Co Ltd
002371
▲ PositiveRegulationrelevance

China's 15th five-year plan designates semiconductor equipment/materials as priority, boosting NAURA as a domestic chip-equipment maker; shares rose 3.8%.

Goertek Inc
002241
▲ PositiveRegulationrelevance

Goertek gained as consumer electronics stocks advanced on the five-year plan support.

Theme Impact 8

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