半导体 Semiconductors

Data centers, servers, optical interconnect and accelerators behind AI compute in China.

Chinese AI accelerators and GPUs, and the foundry capacity that makes them.

China's push to localize chipmaking, and the export controls shaping it — including foreign equipment makers with large China sales.

Foundries, equipment makers, chip designers and memory, plus foreign chip companies with large China exposure.

Taiwan-headquartered contract chip manufacturer (foundry).

Taiwan-headquartered; operates fabs in mainland China (Nanjing and Shanghai).

Taiwan-headquartered specialty and mature-node foundry.

Taiwan-headquartered; operates a 12-inch fab in Xiamen, mainland China (United Semiconductor Xiamen).

NAND flash controller designer headquartered in Taiwan.

Maker of compound-semiconductor substrates (indium phosphide, gallium arsenide, germanium).

Manufactures its substrates in China through its Beijing Tongmei subsidiary.

US designer of mobile processors and wireless modems.

Reports China (including Hong Kong) as a major revenue region in its 10-K; Chinese handset makers are large customers.

US maker of semiconductor manufacturing equipment.

Reports China as one of its largest revenue regions in its 10-K; subject to US export controls on chipmaking tools.

US maker of wafer etch and deposition equipment.

Reports China as one of its largest revenue regions in its 10-K; subject to US export controls on chipmaking tools.

US maker of semiconductor process-control and inspection equipment.

Reports China as one of its largest revenue regions in its 10-K; subject to US export controls on chipmaking tools.

US designer of GPUs and AI accelerators.

Discloses China (including Hong Kong) revenue in its 10-K; US export controls restrict its data-center GPU sales to China.

US maker of DRAM and NAND memory.

China's cybersecurity regulator barred critical-infrastructure operators from buying its products in 2023; runs a packaging and test site in Xi'an.

Dutch maker of lithography systems for chipmaking.

Reports China as a major region for system sales; Dutch and US export controls restrict its most advanced tools to China.

US semiconductor packaging and test (OSAT) company.

Operates semiconductor assembly and test facilities in Shanghai, China.

Designs automotive AI chips and driver-assistance software used by Chinese carmakers.

Mainland China's largest contract chip manufacturer (foundry).

Shanghai-based specialty-process foundry.

Designs AI accelerator chips for data centers and edge devices.

Designs x86-compatible server CPUs and DCU accelerators.

Beijing-based GPU designer listed on Shanghai's STAR Market.

Shanghai-based GPU designer listed on the STAR Market.

Hefei-based DRAM maker listed on the STAR Market.

Beijing-based maker of semiconductor equipment including etch, deposition and cleaning tools.

Shanghai-based maker of plasma etch and MOCVD equipment.

Image-sensor and analog-chip designer; the listed company was renamed from Will Semiconductor.

Designs memory-interface chips used in server DRAM modules.

Semiconductor packaging and test (OSAT) company.