Semiconductor & AI supply-chain companies in China

Largest China companies by market cap

All 83 companies by segment

Design (Fabless) (21)

• Espressif Systems — Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers. leader · $3.9B
• Rockchip — Chinese application processor designer for tablets, IoT and edge AI. major · $11.9B
• Ingenic Semiconductor — Chinese MCU, edge SoC, and automotive memory designer. major · $9.8B
• Amlogic — Set-top box, TV and smart home SoC designer. major · $5.7B
• Allwinner Technology — Chinese application processor designer for tablets, IoT, and auto. major · $4.7B
• HiSilicon — Huawei's chip design arm: Kirin SoCs and Ascend AI accelerators. major
• Cambricon Technologies — China's flagship listed AI accelerator designer. challenger · $100.5B
• Hygon Information Technology — Chinese x86 CPU and DCU accelerator designer (AMD-licensed lineage). challenger · $84.4B
• MetaX Integrated Circuits (Muxi) — Shanghai GPU startup founded by ex-AMD veterans; STAR-listed maker of training and inference GPUs. challenger · $37.6B
• Loongson Technology — Chinese CPU designer with its own LoongArch instruction set. challenger · $6.1B
• Biren Technology — Chinese GPGPU startup for AI training. challenger
• Enflame Technology — Chinese AI training and inference chip designer backed by Tencent. challenger
• Moore Threads — Chinese GPU startup targeting graphics and AI compute. challenger
• UNISOC — China's largest independent mobile SoC designer after HiSilicon. challenger
• Vastai Technologies — Shanghai fabless designer of 7nm general-purpose acceleration chips for AI, video and cloud workloads. challenger
• Montage Technology — Memory interface buffer chips for server DIMMs. niche · $34.1B
• Actions Technology — Audio and IoT SoC designer. niche · $1.1B
• Gowin Semiconductor — Chinese FPGA maker. niche
• Phytium — Chinese Arm-based server and desktop CPU designer. niche
• Telink Semiconductor — Low-power wireless IoT SoC designer. niche
• Zhaoxin — Chinese x86 CPU joint venture between VIA and the Shanghai government. niche

Analog, Power, RF (12)

• Will Semiconductor (OmniVision) — Owner of OmniVision, a top-three CMOS image sensor designer. major · $15.0B
• Yangzhou Yangjie Electronic — Chinese discrete and power semiconductor maker. major · $7.0B
• Silergy — Leading China-based analog and power management IC designer. major · $5.3B
• SG Micro — Chinese analog IC designer in power management and signal chain. challenger · $10.9B
• Maxscend Microelectronics — Chinese RF front-end chip designer. challenger · $6.1B
• 3Peak — Chinese high-performance analog IC designer. challenger · $6.0B
• NOVOSENSE Microelectronics — Chinese analog and sensor IC challenger in auto and industrial. challenger · $5.8B
• StarPower Semiconductor — Chinese IGBT and power module maker. challenger · $3.0B
• Goodix Technology — Fingerprint sensor and touch controller supplier to Android phones. niche · $3.6B
• Awinic Technology — Chinese analog and mixed-signal designer of audio amps and haptics. niche · $2.2B
• Sino Wealth Electronic — Chinese MCU and mixed-signal chip designer. niche · $1.3B
• Chipsea Technologies — Chinese mixed-signal and MCU chipmaker. niche · $630M

AI & Data Center (9)

• Tencent — Chinese internet and cloud giant developing in-house AI silicon. major · $508.9B
• Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. major · $281.5B
• Baidu — Chinese AI and cloud leader; designs Kunlun AI accelerators. major · $33.7B
• ZTE — Chinese telecom-equipment maker; designs chips via its Sanechips unit. major · $23.6B
• GDS Holdings — Leading Chinese data-center developer and operator. major · $6.3B
• Chindata Group — Hyperscale data-center operator in China and emerging Asia (Bain Capital). major
• Huawei — Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon. major
• New H3C — Chinese networking, server, and AI-infrastructure provider. major
• 21Vianet — Chinese carrier-neutral data-center and cloud operator. niche · $1.8B

Equipment (Front End) (8)

• NAURA Technology — China's largest domestic fab equipment maker across etch and deposition. challenger · $69.0B
• AMEC (Advanced Micro-Fabrication) — Chinese plasma etch maker qualified at advanced foundries. challenger · $47.9B
• Piotech — Chinese thin-film deposition (PECVD and ALD) equipment maker. challenger · $27.1B
• Hwatsing Technology — China's leading domestic CMP (planarization) equipment maker. challenger · $18.0B
• Zhongke Feice Technology — Chinese metrology and inspection equipment maker. challenger · $15.7B
• Kingsemi — Chinese coater/developer and single-wafer cleaning equipment maker. challenger · $9.6B
• Shanghai Micro Electronics (SMEE) — China's domestic lithography scanner developer. challenger
• SiCarrier — Chinese semiconductor-equipment maker spanning process and inspection tools. challenger

Materials (7)

• Ningbo Jiangfeng Electronic Material (Konfoong) — China's leading maker of ultra-high-purity sputtering targets (Al, Ti, Ta) for semiconductor metallization. leader · $9.1B
• Shengyi Technology — Copper-clad laminates and substrate materials for PCBs. major · $49.8B
• Shennan Circuits — Chinese PCB and IC substrate maker. major · $33.7B
• Jiangsu Nata Opto-electronic Material (Nanda Optoelectronics) — Suzhou maker of MO sources, ALD/CVD precursors, electronic specialty gases and ArF photoresist materials. major · $5.2B
• Suzhou Crystal Clear Chemical (Jingrui) — Suzhou maker of ultra-high-purity wet chemicals/reagents and photoresist for IC and display manufacturing. major · $2.0B
• TanKeBlue Semiconductor — Beijing pioneer of China's SiC substrate industry; a leading SiC monocrystalline substrate supplier. major
• National Silicon Industry Group — China's largest 300mm silicon wafer maker (Zing Semiconductor). challenger · $11.1B

Distribution & Misc (5)

• InnoLight Technology — Leading optical transceiver maker for AI data centers. leader · $141.9B
• Eoptolink Technology — Optical transceiver maker for AI data centers. major · $80.2B
• Luxshare Precision Industry — Began as a connector/cable maker, now Apple's largest China-based components supplier and assembler of AirPods, Apple Watch and iPhone. major · $62.6B
• Accelink Technologies — Chinese optical component and transceiver maker. major · $20.7B
• Inspur — Chinese server and AI-system maker. major · $17.0B

Memory (5)

• GigaDevice Semiconductor — Top-three NOR flash vendor and Chinese MCU designer. major · $39.0B
• Shenzhen Longsys Electronics — NAND/DRAM module maker; owner of the Lexar consumer-storage brand (acquired from Micron) and FORESEE industrial-storage brand. challenger · $22.2B
• ChangXin Memory (CXMT) — China's domestic DRAM champion, scaling DDR5 and early HBM. challenger
• Yangtze Memory (YMTC) — China's NAND flash champion with Xtacking architecture. challenger
• Giantec Semiconductor — Chinese EEPROM and mixed-signal chip designer. niche · $3.0B

IDM (4)

• Innoscience — World's largest GaN power device maker, an integrated manufacturer. leader · $5.2B
• China Resources Microelectronics — China's largest power-focused integrated device manufacturer. major · $11.2B
• Silan Microelectronics — Chinese power and analog integrated device manufacturer. major · $7.5B
• BYD Semiconductor — BYD's chip arm; automotive IGBTs and SiC power devices. major

EDA & IP (4)

• Empyrean Technology — China's leading domestic EDA software company. challenger · $7.3B
• Primarius Technologies — Chinese EDA maker focused on circuit simulation and device modeling. challenger · $3.0B
• StarFive — Chinese RISC-V CPU IP and SoC company. challenger
• VeriSilicon — Chinese IP licensing and turnkey chip design services company. niche · $14.4B

Foundry (3)

• SMIC — China's largest foundry, pushing advanced nodes despite export controls. major · $73.4B
• Hua Hong Semiconductor — China's second foundry, specialty and power-focused. challenger · $24.3B
• Nexchip Semiconductor — Chinese specialty foundry for display drivers and image sensors. challenger · $11.7B

OSAT (3)

• JCET Group — China's largest OSAT (includes former STATS ChipPAC). major · $18.0B
• Tongfu Microelectronics — Chinese OSAT and AMD's main packaging partner via JV fabs. major · $12.9B
• Huatian Technology — Top-three Chinese OSAT provider. major · $7.7B

Equipment (Back End) (2)

• Hangzhou Changchuan Technology — Chinese test handler and tester maker. challenger · $24.5B
• Beijing Huafeng Test & Control (AccoTest) — Beijing maker of automated test equipment (ATE) for analog, mixed-signal and power ICs. challenger · $10.6B

Tracked revenue

64 of the 83 companies report revenue in the dataset, totalling $558.1B (latest fiscal year per company, SEC EDGAR or Wikidata).