⬆ UPSTREAM — SUPPLIERS2
SMIC
China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020
Hua Hong Semiconductor
One of the world's largest mature-node foundries (55nm-350nm analog/power/embedded-NVM), dual-listed HKEX and Shanghai STAR; absorbing sister fab Huali (~RMB 8.27B deal, ~38,000 wafers/month) in 2026 as China consolidates legacy-node capacity
JCET Group
China's largest OSAT and #3 globally after ASE and Amkor (~10.5% global OSAT revenue share); investing RMB 7.8B in a new Shanghai advanced-packaging plant (phase 1 in 2H 2028) targeting AI/HBM-class 2.5D/3D packaging
⬇ DOWNSTREAM — CUSTOMERS1
UPSTREAM — SUPPLIERS
SMIC
China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020
Hua Hong Semiconductor
One of the world's largest mature-node foundries (55nm-350nm analog/power/embedded-NVM), dual-listed HKEX and Shanghai STAR; absorbing sister fab Huali (~RMB 8.27B deal, ~38,000 wafers/month) in 2026 as China consolidates legacy-node capacity
↓ all supply to JCET Group ↓
JCET Group
China's largest OSAT and #3 globally after ASE and Amkor (~10.5% global OSAT revenue share); investing RMB 7.8B in a new Shanghai advanced-packaging plant (phase 1 in 2H 2028) targeting AI/HBM-class 2.5D/3D packaging
↓ JCET Group supplies to ↓
DOWNSTREAM — CUSTOMERS
QWhat is JCET Group's role in the AI chip supply chain?
China's largest OSAT and #3 globally after ASE and Amkor (~10.5% global OSAT revenue share); investing RMB 7.8B in a new Shanghai advanced-packaging plant (phase 1 in 2H 2028) targeting AI/HBM-class 2.5D/3D packaging
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