AIChipMapExport Controls

Tencent Cloud SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇨🇳 China · 700 · HKEX

Tencent Cloud is China's #2 cloud provider and operates AI infrastructure for the Hunyuan LLM family, WeChat AI features, and enterprise cloud services. After the BIS October 2023 export control expansion blocked H100/H200 access, Tencent pivoted to NVIDIA H20 GPUs and Huawei Ascend clusters, while integrating AI capabilities across its massive WeChat, gaming, and fintech ecosystem.

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UPSTREAM — SUPPLIERS

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

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

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)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies H20 (export-controlled, downgraded GPU) to

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

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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

Moore Threads

Fabless GPU designer founded by ex-NVIDIA China head Zhang Jianzhong; MTT S-series accelerators fabbed at SMIC on mature nodes (no TSMC access); listed on STAR Market Dec 2025 at a RMB 53.7B valuation, surging ~469% on debut

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CHIP DESIGNERSsupplies MTT-series GPUs to

Inspur Information

China's dominant AI-server ODM (52.3% of China's AI server market, Q1 2026), also top-5 globally; FY2025 revenue ~RMB 164.8B (+43% YoY); builds servers around both compliant NVIDIA chips and domestic GPUs (Huawei Ascend, Moore Threads, MetaX); Entity Listed March 2023

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SERVER ODMssupplies AI servers to

↓ all supply to Tencent Cloud ↓

Tencent Cloud

China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM

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↓ Tencent Cloud supplies to ↓

DeepSeek

Chinese AI lab backed by High-Flyer quant fund; developed DeepSeek-V3/R1 frontier models using restricted NVIDIA H800 + Huawei Ascend; disrupted global AI pricing in Jan 2025

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AI CONSUMERSprovides AI cloud compute and hosting to

Moonshot AI

Beijing LLM lab founded 2023 by ex-Meta/Google researcher Yang Zhilin; released the 2.8-trillion-parameter open-weight Kimi K3 in July 2026, the largest open model to date; accused by the White House of accessing banned Nvidia GB300 chips via Thailand

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AI CONSUMERSprovides AI cloud compute to

Zhipu AI

Tsinghua University KEG spin-out (2019) behind the GLM model family; Entity Listed Jan 2025, cutting off Nvidia H100/H200 access and forcing a pivot to domestic chips; first Chinese frontier AI lab to IPO, on HKEX Jan 2026

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AI CONSUMERSprovides AI cloud compute to

DOWNSTREAM — CUSTOMERS

About this company

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

China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM

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