⬆ UPSTREAM — SUPPLIERS9
Foxconn Industrial Internet (FII)
Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally
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
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
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
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
⬇ DOWNSTREAM — CUSTOMERS0
No downstream customers mapped.
UPSTREAM — SUPPLIERS
Foxconn Industrial Internet (FII)
Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally
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
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
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
↓ all supply to ByteDance ↓
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
QWhat is ByteDance's role in the AI chip supply chain?
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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