China declares it is now the leading global chipmaking power — mainly because it just changed the definition of what a semiconductor is
China struck the word "semiconductor" from a 25-year-old chip law to cover photonic and quantum designs, and it is being seen as a potential leadership claim
China has amended its integrated-circuit layout-design regulation, removing the phrase "semiconductor integrated circuit" from its definitions. This change effectively shifts the definition of an integrated circuit, protecting the layout of chips rather than the semiconductor material itself. The revision, adopted on July 10, 2026, is set to take effect on October 15, 2026.
While the change might seem minor, it is being interpreted as China's assertion of its position as the leading global chipmaking power. The National Intellectual Property Administration has also published expert interpretations highlighting the rapid advancements in photonic integrated devices and quantum chip technology, further supporting China's claim to leadership in chip design.
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