At the 2026 China Automotive Chongqing Forum held from June 12th to 13th, Dong Yang, Chairman of De Zai Hou Capital and also serving as Chairman of both the China Power Battery Industry Innovation Alliance and the China Automotive Chip Industry Innovation Alliance, delivered a speech.
Dong Yang stated that China's capabilities in individual areas of chip or automotive chip technology are not weak on the global stage. While not the top, they can certainly rank within the top five globally. He identified the primary issue as a lack of strong ecosystem capabilities.
In response, he issued a call to action, expressing his hope that companies would avoid pursuing full-stack self-research and development. Instead, he advocated for forming groups and fostering collaboration, particularly between upstream and downstream partners in the supply chain. He specifically noted that the current landscape differs from that of 2020, as it has now become clearer which companies are strong and reliable potential partners.
Dong Yang also revealed that during the recent auto show, he facilitated a collaboration between two companies in his investment portfolio: Che Lian Tian Xia and Dongguan Rui Chi. Subsequently, he helped initiate communication between these two firms and a mobile phone chip manufacturer. He urged companies to quickly identify compatible partners with a good strategic fit within the supply chain for cooperation. He also emphasized that vehicle manufacturers should actively collaborate with chip companies.
Furthermore, Dong Yang raised a critical concern, noting that while many are designing large-scale chips, a significant challenge remains: what happens if Taiwan Semiconductor Manufacturing (TSM) refuses to handle the tape-out process for these designs?
Consequently, he proposed the idea of launching a national project centered on China's automotive high-computing-power chips. This project would aim to integrate chip design, the best available domestic manufacturing processes, and software (including operating systems and the application upgrade of RISC-V architecture) into a cohesive effort.
He concluded that while such an initiative might not guarantee dominance in the global market, it would significantly elevate the overall capability of China's entire chip industry and its automotive chip sector to a world-class level.
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