AIChipMapExport Controls

Biren Technology SUPPLY CHAIN TRACE

CHIP DESIGNERS🇨🇳 China

Biren Technology is a Shanghai-based GPU startup whose BR100 chip was fabricated on TSMC 7nm before the company was placed on the US Entity List in October 2022, revoking its TSMC access. Now pivoting to SMIC and domestic Chinese foundries, Biren is a case study in how US export controls have disrupted China's attempt to build a competitive domestic AI GPU ecosystem.

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UPSTREAM — SUPPLIERS

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricated BR100 AI GPU dies for (access revoked Oct 2022 Entity Listing)

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESfabricates AI GPU dies at mature nodes for

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to (restricted since BIS Entity List Oct 2022)

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to (restricted since BIS Entity List Oct 2022)

↓ all supply to Biren Technology ↓

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

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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↓ Biren Technology supplies to ↓

Alibaba Cloud

China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM

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CLOUD PROVIDERSsupplies BR-series AI GPUs to

ByteDance

TikTok/Douyin parent; one of the world's largest AI compute buyers; cut off from NVIDIA H100/H200 by Oct 2023 BIS advanced computing rules

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CLOUD PROVIDERSsupplies BR-series AI GPUs to

Tencent Cloud

China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM

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CLOUD PROVIDERSsupplies BR-series AI GPUs to

Baidu

China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider

🇨🇳
CLOUD PROVIDERSsupplies BR-series AI GPUs to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Biren Technology's role in the AI chip supply chain?

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

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