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.

Role in the chain

Alibaba Group is a market major in AI & Data Center (Hyperscalers), headquartered in China. Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.

Diligence questions

  1. The dataset records 8 tracked suppliers for Alibaba Group. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 3 of Alibaba Group's tracked suppliers are a monopoly or leader (including Broadcom, NVIDIA, TSMC). Which of those are actually single-source for the process step you care about?
  3. Alibaba Group is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  4. Alibaba Group trades as NYSE:BABA. What does the latest reported period say about capacity and backlog versus the graph position above?
  5. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Alibaba Group

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

Suppliers

More AI & Data Center companies

Compare with

Apple · Alphabet (Google) · Microsoft · Amazon (Annapurna Labs) · Broadcom · Meta Platforms

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Alibaba Group — supply chain, financials & market position”, https://wafergraph.com/company/alibaba (data as of 2026-09-05).

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