⬆ UPSTREAM — SUPPLIERS10
Samsung Foundry
Second-largest advanced foundry, competing at 3nm
Quanta Computer
World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft
Vertiv
Critical power and thermal management for AI data centers
YMTC
China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market
CXMT
China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV
Biren Technology
China's leading GPU startup; BR100 was TSMC-fabbed at 7nm but Biren was Entity Listed by BIS in Oct 2022, cutting off TSMC access and US EDA tools; now pivoting to domestic fabs
Cambricon
China's publicly listed AI chip designer (STAR Market); MLU-series accelerators used in domestic cloud and edge AI; Entity Listed Dec 2020, now fabbed at SMIC
Huawei / HiSilicon
China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019
Enflame Technology
Fabless AI-training accelerator designer founded 2018 (Cloud/DTU series); Tencent's largest external chip bet (20.26% stake, 83.79% of 2025 revenue); STAR Market IPO registration effective July 2026, targeting a ~RMB 6B raise ahead of its trading debut
Inspur Information
China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023
Baidu
China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider
⬇ DOWNSTREAM — CUSTOMERS0
No downstream customers mapped.
UPSTREAM — SUPPLIERS
Samsung Foundry
Second-largest advanced foundry, competing at 3nm
Quanta Computer
World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft
Vertiv
Critical power and thermal management for AI data centers
YMTC
China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market
CXMT
China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV
Biren Technology
China's leading GPU startup; BR100 was TSMC-fabbed at 7nm but Biren was Entity Listed by BIS in Oct 2022, cutting off TSMC access and US EDA tools; now pivoting to domestic fabs
Cambricon
China's publicly listed AI chip designer (STAR Market); MLU-series accelerators used in domestic cloud and edge AI; Entity Listed Dec 2020, now fabbed at SMIC
Huawei / HiSilicon
China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019
Enflame Technology
Fabless AI-training accelerator designer founded 2018 (Cloud/DTU series); Tencent's largest external chip bet (20.26% stake, 83.79% of 2025 revenue); STAR Market IPO registration effective July 2026, targeting a ~RMB 6B raise ahead of its trading debut
Inspur Information
China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023
↓ all supply to Baidu ↓
Baidu
China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider
QWhat is Baidu's role in the AI chip supply chain?
China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider
View full company profile →