Infographics | China Chip Stack

Where China stands

Every company, by China's position in its layer

Grouped by how China's slice of the stack compares to the global frontier — leading at the left, the hardest bottlenecks at the right. The number on each chip is the company's scale. Click any to open its profile.

Leading9

At or ahead of the global frontier

SmartSensfablessRMB 9.0B GalaxyCorefablessRMB 7.8B Hesai TechnologyotherRMB 3.0B RoboSenseotherRMB 1.9B SICCmaterialsRMB 1.5B GpixelfablessRMB 857M SeyondotherUSD 154M HiSiliconfabless OmniVisionfabless

Substitute34

A domestic alternative, behind the frontier

NAURA Technology GroupequipmentRMB 39.4B JCETOSATRMB 38.9B Tongfu MicroelectronicsOSATRMB 27.9B Huatian TechnologyOSATRMB 17.2B Silan MicroAnalog / powerRMB 13.1B Advanced Micro-Fabrication Equipment Inc. ChinaequipmentRMB 12.4B Yoke TechnologymaterialsRMB 8.6B ACM ResearchequipmentRMB 6.8B PiotechequipmentRMB 6.5B Cambricon TechnologiesfablessRMB 6.5B SJ SemiconductorotherRMB 6.5B Montage TechnologyfablessRMB 5.5B Changchuan Technology (长川科技)equipmentRMB 5.3B HwatsingequipmentRMB 4.6B SG MicrofablessRMB 3.9B MaxscendfablessRMB 3.7B National SiliconmaterialsRMB 3.7B Novosense MicroelectronicsfablessRMB 3.4B SouthchipfablessRMB 3.3B VeriSiliconfablessRMB 3.2B Nata Opto-electronicmaterialsRMB 2.6B 3PEAKfablessRMB 2.1B Kingsemi (芯源微)equipmentRMB 1.9B JingruimaterialsRMB 1.6B MetaXfablessRMB 1.6B Moore ThreadsfablessRMB 1.5B Biren TechnologyfablessRMB 1.0B Enflame TechnologyfablessCNY 990 million Brite Semiconductor (灿芯股份)fablessRMB 724M Jingjia Micro (景嘉微)fablessRMB 720M MotorcommfablessRMB 617M Huaweifabless Silergyfabless ZTE Microelectronicsfabless

Bottleneck22

A major dependency or gap

YMTCMemoryRMB 63.5B CXMTMemoryRMB 61.8B Longsys ElectronicsmemoryRMB 22.8B SiCarrierequipmentRMB 16.9 billion BIWIN Storage (佰维存储)memoryRMB 11.3B Nexchip SemiconductorfoundryRMB 10.9B Techwinsemi (德明利)MemoryRMB 10.8B Semiconductor Manufacturing International Corp (SMIC)FoundryUSD 9.3B Hua Hong SemiconductorfoundryUSD 2.4B Puya Semiconductor (普冉股份)memoryRMB 2.3B Yandong Micro (燕东微)foundryRMB 1.8B Empyrean TechnologyEDARMB 1.3B Maxio Technology (联芸科技)fablessRMB 1.3B Dawei (大为股份)memoryRMB 1.2B Giantec Semiconductor (聚辰股份)memoryRMB 1.2B Netac Technology (朗科科技)memoryRMB 1.2B Dosilicon (东芯股份)memoryRMB 921M SemitronixEDARMB 735M PrimariusEDARMB 484M Hengshuo (恒烁股份)memoryRMB 475M Shanghai Micro Electronics Equipment (SMEE)equipment Xpeedicfabless

Scale

Market capitalization, largest to smallest

Market capitalization in US dollars, from live exchange data (private companies are omitted). Bars are colored by China position — so you can see which layers carry real scale and which remain small.

CXMT$555B Silergy$165B Cambricon Technologies$94.6B Hygon Information Technology$78.6B NAURA Technology Group$66.7B Semiconductor Manufacturing International Corp (SMIC)$65.7B Hua Hong Semiconductor$53.9B Advanced Micro-Fabrication Equipment Inc. China$45.5B GigaDevice$37B Montage Technology$36.8B SJ Semiconductor$32.2B MetaX$29.7B Piotech$27.9B Moore Threads$27.6B Changchuan Technology (长川科技)$23.1B ACM Research$21.3B Longsys Electronics$20.7B Hesai Technology$19.3B JCET$17.2B Hwatsing$16.8B Will Semiconductor / OmniVision$15.4B BIWIN Storage (佰维存储)$13.7B Tongfu Microelectronics$13.5B VeriSilicon$13.5B Techwinsemi (德明利)$12.1B Biren Technology$11.9B National Silicon$11.5B SG Micro$11.3B Nexchip Semiconductor$10.9B Kingsemi (芯源微)$9.8B Dinglong Co.$9.6B Yandong Micro (燕东微)$9B Yoke Technology$8.6B Huatian Technology$8.2B Puya Semiconductor (普冉股份)$7.9B Silan Micro$7.6B SICC$7.5B Dosilicon (东芯股份)$7.5B Anji Microelectronics$7.2B Fudan Micro$6.9B Empyrean Technology$6.9B 3PEAK$6.7B Maxscend$6B SmartSens$5.9B Loongson Technology$5.9B Novosense Microelectronics$5.8B GalaxyCore$5.4B Nata Opto-electronic$5.1B Gpixel$4B Jingjia Micro (景嘉微)$4B Giantec Semiconductor (聚辰股份)$3.8B Maxio Technology (联芸科技)$3.8B Yongsi Electronics (甬矽电子)$3.7B Wingtech$3.1B Huicheng (汇成股份)$3.1B Chipmore Technology (颀中科技)$3B StarPower Semiconductor$2.9B Primarius$2.7B China Wafer Level CSP (晶方科技)$2.6B V-Test (伟测科技)$2.5B Nationz$2.1B Jingrui$2.1B Southchip$2.1B Semitronix$2B Motorcomm$1.6B Liyang Chip (利扬芯片)$1.3B Sino Wealth$1.3B Hengshuo (恒烁股份)$1.2B Netac Technology (朗科科技)$1.1B Brite Semiconductor (灿芯股份)$1B Dawei (大为股份)$1B RoboSense$0.9B Lanjian Electronics (蓝箭电子)$0.8B Chipsea$0.6B Qipai Technology (气派科技)$0.6B Seyond$0.3B

Export-control exposure

Who's under US restrictions

Tracked companies with disclosed US export-control exposure. Entity-List names face the hardest limits.

Qualification & adoption

How far up the adoption ladder each company has climbed

Every company sits on the highest rung its products have reached, from sourced customer and production signals. The crowd is at domestic volume; the top rungs — advanced-node and export/global qualification — stay nearly empty.

Export / global0Serving customers outside China

No tracked company has reached this rung yet

Advanced node1Proven at a leading-edge node

Primarius

Customer validation3Being qualified by a customer

BIWIN Storage (佰维存储)Nationz Will Semiconductor / OmniVision

Prototype0Sampling, early engineering

No tracked company has reached this rung yet

Visual maps of the China chip stack

Every company, by China's position in its layer

Market capitalization, largest to smallest

Who's under US restrictions

How far up the adoption ladder each company has climbed