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MetaX SUPPLY CHAIN TRACE

CHIP DESIGNERS🇨🇳 China · 688802 · STAR

MetaX is a Shanghai fabless GPU designer founded in 2020 by ex-AMD China executive Chen Weiliang, building the C-series (HBM3e, FP8) AI accelerators it markets as running on a "fully domestic" supply chain — a claim worth scrutinizing given China's still-nascent HBM production. Its December 2025 STAR Market IPO drew even more intense retail demand than Moore Threads' listing twelve days earlier, and MetaX has since filed for a follow-on Hong Kong listing while remaining dependent on SMIC fabrication and facing the same CUDA ecosystem gap as its peers.

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SMIC

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

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FOUNDRIESfabricates 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

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

↓ all supply to MetaX ↓

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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↓ MetaX 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 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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CLOUD PROVIDERSsupplies C-series GPUs to

DOWNSTREAM — CUSTOMERS

About this company

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

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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