Alibaba Group
Alibaba Group is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include Awinic Technology, NVIDIA, SMIC.
Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
- Ticker
- NYSE: BABA
- Headquarters
- China
- Revenue
- $148.4B (FY2026) · +8.1% YoY
- Net income
- $15.0B
- Operating margin
- 4.9%
- Market position
- major
- Value-chain segment
- Hyperscalers, Custom Silicon Designers
- Key products
- Alibaba Cloud (Aliyun), T-Head Yitian 710 ARM CPU, T-Head Hanguang 800 AI inference chip, Taobao / Tmall e-commerce, DingTalk enterprise software
About Alibaba Group
Alibaba Group, headquartered in China, operates in the Hyperscalers and Custom Silicon Designers segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Alibaba Cloud (Aliyun), T-Head Yitian 710 ARM CPU, T-Head Hanguang 800 AI inference chip, Taobao / Tmall e-commerce, DingTalk enterprise software. wafergraph maps 8 tracked suppliers for Alibaba Group across the value chain.
Key products
- Alibaba Cloud (Aliyun)
- T-Head Yitian 710 ARM CPU
- T-Head Hanguang 800 AI inference chip
- Taobao / Tmall e-commerce
- DingTalk enterprise software