China Issues 15th Five-Year Plan for Electronic Information Manufacturing
The Ministry of Industry and Information Technology and the National Development and Reform Commission have issued the 15th Five-Year Plan for the Development of Electronic Information Manufacturing, setting out arrangements for the sector's next stage of development.
The plan calls for developing high-end chip products, specifically including categories such as high-performance processors, high-density memory, and high-reliability analog and mixed-signal chips.
Why this event matters
The event has a measured impact on 5 industrys. The strongest current signal is positive for Semiconductor Value Chain, with intensity 85/100 and 80% confidence over a long term horizon.
Semiconductor Value Chain
- Direction
- positive
- Intensity
- 85
- Confidence
- 80%
- Horizon
- Long term
Artificial Intelligence
- Direction
- positive
- Intensity
- 60
- Confidence
- 55%
- Horizon
- Long term
Computers & Servers
- Direction
- positive
- Intensity
- 50
- Confidence
- 50%
- Horizon
- Medium term
Smartphones
- Direction
- positive
- Intensity
- 50
- Confidence
- 50%
- Horizon
- Medium term
Consumer Electronics
- Direction
- positive
- Intensity
- 50
- Confidence
- 50%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.