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Giantec Semiconductor (聚辰股份)聚辰股份

688123.SSReviewed 2026-08-30

Designs and sells EEPROM and related specialty non-volatile memory chips used for data and configuration storage in electronic systems, earning revenue through semiconductor product sales to device and module manufacturers.

Scale

~$169.9Mrevenue FY2025 · CNY 1.2B
~$3.5Bmarket cap · 2026-10-04

Gap vs frontier

Bottlenecksector position

Sector-level position; no priceable accelerator silicon to compare chip-by-chip.

Giantec Semiconductor (聚辰股份): bottleneck tier in Memory: DRAM / HBM / NAND, ~$169.9M FY2025 revenue.

The chip stackEach layer depends on the layers below it
1 · ChipsWhat the stack produces
Memory · BottleneckConnectivity · Substitute
2 · Design toolsSoftware and IP to design them
3 · ManufacturingPlants that turn designs into silicon
4 · EquipmentMachines inside the plants
5 · MaterialsWhat the plants consume

Company at a glance

Scale

Revenue up 74% since FY2023

Growth prospects

Revenue trajectory FY2023–2025

China competition

Competes with CXMT, YMTC, JHICC in Memory — peers listed at sector level.

Bottleneck

Global comparables

Global reference set: SK hynix, Samsung, Micron.

Technical gap

Sector rated bottleneck vs the frontier.

Obstacles

Sector bottleneck applies

HBM, advanced DRAM nodes, tool restrictions, yield, packaging integration, and export controls.

Why it matters

Giantec Semiconductor is a Chinese specialty-memory house whose confirmed product line centers on EEPROM, the small-capacity non-volatile memory embedded across electronic modules rather than in the DRAM/NAND main-memory layer. Its edge is an incumbent position in a design-critical EEPROM niche; the test ahead is whether it can broaden into higher-value memory and analog chips and convert that into deeper design-win volume.

Where it sits in the stack

Memory

Memory: DRAM / HBM / NAND

Bottleneck

HBM, advanced DRAM nodes, tool restrictions, yield, packaging integration, and export controls.

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Compute

Connectivity / networking chips

Substitute

High-speed SerDes, Ethernet switching, optical interconnect, software stack, and global standards ecosystems.

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Key semiconductor products

  • EEPROMElectrically erasable programmable read-only memory chips for non-volatile storage of configuration and small data in electronic systems.

Financials

688123.SS · Shanghai STAR Market 688123.SS · via Yahoo Finance ↗

Financial trajectory via annual filings via Yahoo Finance

RMB billions
RMB 0.7BRMB 0.1B
2023
RMB 1.03BRMB 0.29B
2024
RMB 1.22BRMB 0.36B
2025

Market data refreshed daily; annual figures from exchange filings. Figures in the reporting currency shown on the chart.

Competitive position

  • Giantec is a specialty non-volatile memory (EEPROM) supplier, not a commodity DRAM/NAND manufacturer; technology node, yield, and bit-scaling details were not available from current signals.
  • Not assessable from available signals; product breadth beyond EEPROM and customer concentration are the key unknowns.

Milestones and signals

  • 2026-10-04—Market cap: RMB 25.4B
  • FY2025—Revenue: RMB 1.2B
  • FY2025—Net Profit: RMB 364M

What to watch

  • New product releases with disclosed specifications.
  • Customer qualification, design-win, or volume-use signals.
  • Revenue, capacity, shipment, market-share, or valuation updates.
  • Export-control, supply-chain, or tooling constraints.

Questions

Last reviewed 2026-07-11

Answered questions

What is the measurable gap versus global reference companies?

Giantec is a specialty non-volatile memory (EEPROM) supplier, not a commodity DRAM/NAND manufacturer; technology node, yield, and bit-scaling details were not available from current signals.

Open questions

  • Which products are qualified beyond pilots in memory?
  • Which customers, fabs, or end markets show real adoption rather than policy interest?