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Enflame Technology SUPPLY CHAIN TRACE

CHIP DESIGNERS🇨🇳 China

Enflame Technology is a Shanghai-based, Tencent-backed fabless AI-training accelerator designer (Cloud/DTU series) that cleared its STAR Market IPO registration in July 2026 to raise roughly ¥6 billion ($883M). Like its domestic peers, Enflame depends on SMIC fabrication and faces the same CUDA-ecosystem software gap as Nvidia's compliant chips periodically re-enter the Chinese market.

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SMIC

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

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FOUNDRIESfabricates AI accelerator dies 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

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

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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

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↓ Enflame Technology supplies to ↓

Baidu

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

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CLOUD PROVIDERSsupplies Cloud/DTU-series AI accelerators to

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About this company

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

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

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