ByteDance Supply Chain & Export Controls

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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CHIP DESIGNERSsupplies BR-series AI GPUs to

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

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CHIP DESIGNERSsupplies MLU AI accelerators to

Huawei / HiSilicon

China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019

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CHIP DESIGNERSsupplies Ascend AI chips to

MetaX

Fabless GPU designer founded 2020 by ex-AMD engineers; C-series accelerators (C500/C600/C700) target HBM3e/FP8 AI training; listed on STAR Market Dec 2025, surging ~693% on debut; filed for a follow-on Hong Kong listing June 2026

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CHIP DESIGNERSsupplies C-series 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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Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

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SERVER ODMssupplies AI servers to

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies AI servers to

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸

POWER & COOLINGsupplies power & cooling to

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

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MEMORY (HBM)supplies NAND storage to

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

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MEMORY (HBM)supplies DRAM to

NVIDIA

Dominant AI GPU designer (H100, H200, B200)