Semiconductor & AI supply-chain companies in China
As of 2026-10-09, wafergraph tracks 83 semiconductor and AI supply-chain companies headquartered in China, across 12 value-chain segments, most of them in Design (Fabless) (21). The largest by market cap is Tencent at $487.5B; the 62 priced companies total $1.98T. 4 hold a monopoly or leader position in their segment.
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Data as of 2026-10-09 · country = headquarters, not fab location · market caps from the daily wafergraph pipeline (Yahoo × SEC shares); unpriced companies are listed but not summed
53 of 83 companies in China have a nonzero supply-chain criticality score in Wafergraph's data.
Largest China companies by market cap
| Company | Segment | Position | Market cap | Ticker |
|---|---|---|---|---|
| Tencent | Hyperscalers | major | $487.5B | HKEX:0700 |
| Alibaba Group | Hyperscalers | major | $262.9B | NYSE:BABA |
| InnoLight Technology | Photonics & Optics | leader | $135.7B | SZSE:300308 |
| Cambricon Technologies | GPU & AI Accelerators | challenger | $92.8B | SSE:688256 |
| Eoptolink Technology | Photonics & Optics | major | $77.3B | SZSE:300502 |
| Hygon Information Technology | CPU | challenger | $76.4B | SSE:688041 |
| NAURA Technology | Etch | challenger | $64.5B | SZSE:002371 |
| SMIC | Pure-Play Foundry | major | $62.9B | HKEX:0981 |
| Luxshare Precision Industry | Systems & ODM (AI servers) | major | $55.1B | SZSE:002475 |
| Shengyi Technology | Substrates | major | $45.1B | SSE:600183 |
| AMEC (Advanced Micro-Fabrication) | Etch | challenger | $44.6B | SSE:688012 |
| Montage Technology | Networking Silicon | niche | $36.1B | SSE:688008 |
| Shennan Circuits | Substrates | major | $35.4B | SZSE:002916 |
| GigaDevice Semiconductor | Specialty & NOR Flash | major | $34.4B | SSE:603986 |
| Baidu | AI Labs / Model Builders | major | $28.6B | NASDAQ:BIDU |
All 83 companies by segment
Design (Fabless) (21)
- Espressif Systems — Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers.
- Rockchip — Chinese application processor designer for tablets, IoT and edge AI.
- Ingenic Semiconductor — Chinese MCU, edge SoC, and automotive memory designer.
- Amlogic — Set-top box, TV and smart home SoC designer.
- Allwinner Technology — Chinese application processor designer for tablets, IoT, and auto.
- HiSilicon — Huawei's chip design arm: Kirin SoCs and Ascend AI accelerators.
- Cambricon Technologies — China's flagship listed AI accelerator designer.
- Hygon Information Technology — Chinese x86 CPU and DCU accelerator designer (AMD-licensed lineage).
- MetaX Integrated Circuits (Muxi) — Shanghai GPU startup founded by ex-AMD veterans; STAR-listed maker of training and inference GPUs.
- Loongson Technology — Chinese CPU designer with its own LoongArch instruction set.
- Biren Technology — Chinese GPGPU startup for AI training.
- Enflame Technology — Chinese AI training and inference chip designer backed by Tencent.
- Moore Threads — Chinese GPU startup targeting graphics and AI compute.
- UNISOC — China's largest independent mobile SoC designer after HiSilicon.
- Vastai Technologies — Shanghai fabless designer of 7nm general-purpose acceleration chips for AI, video and cloud workloads.
- Montage Technology — Memory interface buffer chips for server DIMMs.
- Actions Technology — Audio and IoT SoC designer.
- Gowin Semiconductor — Chinese FPGA maker.
- Phytium — Chinese Arm-based server and desktop CPU designer.
- Telink Semiconductor — Low-power wireless IoT SoC designer.
- Zhaoxin — Chinese x86 CPU joint venture between VIA and the Shanghai government.
Analog, Power, RF (12)
- Will Semiconductor (OmniVision) — Owner of OmniVision, a top-three CMOS image sensor designer.
- Yangzhou Yangjie Electronic — Chinese discrete and power semiconductor maker.
- Silergy — Leading China-based analog and power management IC designer.
- SG Micro — Chinese analog IC designer in power management and signal chain.
- 3Peak — Chinese high-performance analog IC designer.
- Maxscend Microelectronics — Chinese RF front-end chip designer.
- NOVOSENSE Microelectronics — Chinese analog and sensor IC challenger in auto and industrial.
- StarPower Semiconductor — Chinese IGBT and power module maker.
- Goodix Technology — Fingerprint sensor and touch controller supplier to Android phones.
- Awinic Technology — Chinese analog and mixed-signal designer of audio amps and haptics.
- Sino Wealth Electronic — Chinese MCU and mixed-signal chip designer.
- Chipsea Technologies — Chinese mixed-signal and MCU chipmaker.
AI & Data Center (9)
- Tencent — Chinese internet and cloud giant developing in-house AI silicon.
- Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
- Baidu — Chinese AI and cloud leader; designs Kunlun AI accelerators.
- ZTE — Chinese telecom-equipment maker; designs chips via its Sanechips unit.
- GDS Holdings — Leading Chinese data-center developer and operator.
- Chindata Group — Hyperscale data-center operator in China and emerging Asia (Bain Capital).
- Huawei — Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon.
- New H3C — Chinese networking, server, and AI-infrastructure provider.
- 21Vianet — Chinese carrier-neutral data-center and cloud operator.
Equipment (Front End) (8)
- NAURA Technology — China's largest domestic fab equipment maker across etch and deposition.
- AMEC (Advanced Micro-Fabrication) — Chinese plasma etch maker qualified at advanced foundries.
- Piotech — Chinese thin-film deposition (PECVD and ALD) equipment maker.
- Zhongke Feice Technology — Chinese metrology and inspection equipment maker.
- Hwatsing Technology — China's leading domestic CMP (planarization) equipment maker.
- Kingsemi — Chinese coater/developer and single-wafer cleaning equipment maker.
- Shanghai Micro Electronics (SMEE) — China's domestic lithography scanner developer.
- SiCarrier — Chinese semiconductor-equipment maker spanning process and inspection tools.
Materials (7)
- Ningbo Jiangfeng Electronic Material (Konfoong) — China's leading maker of ultra-high-purity sputtering targets (Al, Ti, Ta) for semiconductor metallization.
- Shengyi Technology — Copper-clad laminates and substrate materials for PCBs.
- Shennan Circuits — Chinese PCB and IC substrate maker.
- Jiangsu Nata Opto-electronic Material (Nanda Optoelectronics) — Suzhou maker of MO sources, ALD/CVD precursors, electronic specialty gases and ArF photoresist materials.
- Suzhou Crystal Clear Chemical (Jingrui) — Suzhou maker of ultra-high-purity wet chemicals/reagents and photoresist for IC and display manufacturing.
- TanKeBlue Semiconductor — Beijing pioneer of China's SiC substrate industry; a leading SiC monocrystalline substrate supplier.
- National Silicon Industry Group — China's largest 300mm silicon wafer maker (Zing Semiconductor).
Distribution & Misc (5)
- InnoLight Technology — Leading optical transceiver maker for AI data centers.
- Eoptolink Technology — Optical transceiver maker for AI data centers.
- 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.
- Accelink Technologies — Chinese optical component and transceiver maker.
- Inspur — Chinese server and AI-system maker.
Memory (5)
- GigaDevice Semiconductor — Top-three NOR flash vendor and Chinese MCU designer.
- Shenzhen Longsys Electronics — NAND/DRAM module maker; owner of the Lexar consumer-storage brand (acquired from Micron) and FORESEE industrial-storage brand.
- ChangXin Memory (CXMT) — China's domestic DRAM champion, scaling DDR5 and early HBM.
- Yangtze Memory (YMTC) — China's NAND flash champion with Xtacking architecture.
- Giantec Semiconductor — Chinese EEPROM and mixed-signal chip designer.
IDM (4)
- Innoscience — World's largest GaN power device maker, an integrated manufacturer.
- China Resources Microelectronics — China's largest power-focused integrated device manufacturer.
- Silan Microelectronics — Chinese power and analog integrated device manufacturer.
- BYD Semiconductor — BYD's chip arm; automotive IGBTs and SiC power devices.
EDA & IP (4)
- Empyrean Technology — China's leading domestic EDA software company.
- Primarius Technologies — Chinese EDA maker focused on circuit simulation and device modeling.
- StarFive — Chinese RISC-V CPU IP and SoC company.
- VeriSilicon — Chinese IP licensing and turnkey chip design services company.
Foundry (3)
- SMIC — China's largest foundry, pushing advanced nodes despite export controls.
- Nexchip Semiconductor — Chinese specialty foundry for display drivers and image sensors.
- Hua Hong Semiconductor — China's second foundry, specialty and power-focused.
OSAT (3)
- JCET Group — China's largest OSAT (includes former STATS ChipPAC).
- Tongfu Microelectronics — Chinese OSAT and AMD's main packaging partner via JV fabs.
- Huatian Technology — Top-three Chinese OSAT provider.
Equipment (Back End) (2)
- Hangzhou Changchuan Technology — Chinese test handler and tester maker.
- Beijing Huafeng Test & Control (AccoTest) — Beijing maker of automated test equipment (ATE) for analog, mixed-signal and power ICs.
Tracked revenue
64 of the 83 companies report revenue in the dataset, totalling $558.7B (latest fiscal year per company, SEC EDGAR or Wikidata).
Frequently asked questions3
- How many semiconductor companies are in China?
- wafergraph tracks 83 semiconductor and AI supply-chain companies headquartered in China, across 12 segments.
- What is the largest semiconductor company in China?
- Tencent is the largest China company in the dataset by market cap ($487.5B, as of 2026-10-09).
- How many China semiconductor companies have a supply-chain criticality score?
- 53 of 83 companies in China have a nonzero supply-chain criticality score in Wafergraph's data.
Cite as: wafergraph, “Semiconductor companies in China — 83 tracked, ranked by market cap”, https://wafergraph.com/country/china/ (data as of 2026-10-09).