en.Wedoany.com Reported - Core enterprises in China's semiconductor industry chain are accelerating their extension into upstream supply chain platforms. Shanghai Electronic Materials International Supply Chain Center Co., Ltd. was officially established on May 20, with Gu Chunlin as its legal representative and a registered capital of 200 million yuan. Its business scope covers internet sales, sales of specialized electronic materials, wholesale of electronic components, and retail of electronic components. Shareholders include SMIC Holdings Limited, Shanghai Huahong Investment Development Co., Ltd. under Huahong Group, Shanghai Huayi Holdings Group Co., Ltd., Shanghai Hongming Digital Intelligence Technology Co., Ltd., and Shanghai Chemical Industry Park Enterprise Development Co., Ltd.

The shareholder structure reflects a full-chain collaborative logic from the manufacturing end to the materials end and then to the supply chain service end. SMIC is the leading wafer foundry in mainland China, and Huahong Group is also among the global mainstream foundries. The capacity expansion of these two companies in advanced and specialty processes directly drives upstream electronic material demand. Participating in the construction of the supply chain center helps unblock material supply bottlenecks from the manufacturing end. Shanghai Huayi Holdings Group is a large chemical enterprise group in Shanghai with years of technical accumulation in electronic-grade chemicals. Shanghai Hongming Digital Intelligence Technology is deeply engaged in the semiconductor supply chain service field, possessing operational experience in electronic component distribution, supply chain management, and digital-intelligent platform construction. The participation of Shanghai Chemical Industry Park Enterprise Development Co., Ltd. provides the supply chain center with geographical and industrial node advantages for connecting with the new chemical materials industry cluster.

From an industry background perspective, the establishment of this supply chain center is highly aligned with Shanghai's policy direction of promoting industrial internet platform construction and unblocking electronic material circulation links. In April this year, seven departments including the Shanghai Municipal Commission of Economy and Informatization jointly issued the "Shanghai Action Plan for Promoting Industrial Internet Platform Empowerment of Industrial Development (2026-2028)," explicitly supporting enterprises in accelerating the construction of an international electronic materials trading center, developing functions such as specialized trading, smart logistics warehousing, and efficient import/export customs clearance services to unblock industrial chain circulation bottlenecks. The plan also proposed promoting enterprises to build online procurement and trading platforms for electronic components to meet the small-batch trial production needs of chips in fields such as humanoid robots and low-altitude drones.

Currently, there is still significant room for the domestic substitution of semiconductor materials in China. According to industry data, the localization rate of key categories such as high-end photoresists and high-end sputtering targets remains low, with the localization rate of electronic specialty gases at about 30%, wet electronic chemicals at about 44%, and high-end sputtering targets at only about 5%. The capacity expansion of wafer manufacturing leaders like SMIC and Huahong creates stable and continuously growing procurement demand for upstream electronic materials. This joint establishment of an international supply chain center with chemical material enterprises, supply chain service providers, and a chemical industry park platform represents a systematic attempt to unblock the entire chain of "material supply—trade circulation—warehousing logistics—import/export customs clearance" in the form of an industrial alliance, providing a docking channel for domestic semiconductor material enterprises to enter the foundry supply chain.

Electronic materials are at the very upstream of the semiconductor industry chain, directly affecting wafer yield and process stability, and also serve as the foundational support for the information and communication technology industry. From 5G base stations to AI data centers, from smartphones to autonomous driving systems, the technological iteration of the entire ICT industry is built upon the continuous upgrading of semiconductor materials. The establishment of the Shanghai Electronic Materials International Supply Chain Center is both a direct response to Shanghai's industrial internet action plan and a landmark step for China's semiconductor industry moving from single-point breakthroughs to systematic supply chain collaboration. As more electronic material enterprises achieve supply-demand matching, shorten certification cycles, and reduce circulation costs through this platform, the overall operational efficiency of China's semiconductor material supply chain is expected to be further enhanced.

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