SMIC vs Tencent
Tencent is larger by market cap ($529.5B vs $73.5B). Tencent reports higher tracked revenue ($111.7B vs $9.3B). SMIC's primary segment is Pure-Play Foundry; Tencent's is Hyperscalers.
Side-by-side
| SMIC | Tencent | |
|---|---|---|
| Market cap | $73.5B | $529.5B |
| Revenue | $9.3B (FY2025) | $111.7B (FY2025) |
| Primary segment | Pure-Play Foundry | Hyperscalers |
| Market position | major | major |
| Country | China | China |
| Tracked suppliers | 168 | 9 |
| Tracked customers | 37 | 0 |
| Chokepoint / criticality | 68/100 | 0/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How SMIC and Tencent compare
- Size: Tencent is the larger company by market cap.
- Revenue: Tencent reports higher tracked revenue.
- Supply-chain criticality: SMIC has the higher chokepoint score (68/100 vs 0/100).
- Footprint: SMIC (China) vs Tencent (China).