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Semiconductors

半导体

Under intense geopolitical pressure, China is building a massive domestic semiconductor ecosystem covering chip design, fabrication, packaging, and equipment manufacturing.

Hubs

10

cities with this sector

Total Output

¥923B

combined industry output

Companies

4,330

across all hubs

Employment

873K

workers in sector

Key Statistics

IC industry revenue

¥1.2T

2023

Fab capacity growth

+18% YoY

2024

Design houses

3,000+

2023

Global Context

China's National IC Fund has invested over $50B. Despite US export controls, China is rapidly scaling mature-node production and advancing in AI chip design.

Policy Drivers

  • National IC Fund (Big Fund I & II & III)
  • Chip self-sufficiency targets
  • US export controls response

Key Companies

Huawei

华为

Global telecommunications giant, now a major force in AI computing (Ascend chips) and autonomous driving.

Shenzhen, Guangdong

ZTE

中兴通讯

0763.HK

Major telecom equipment maker and 5G infrastructure provider, also developing server chips and AI infrastructure.

Shenzhen, Guangdong

SMIC

中芯国际

0981.HK

China's largest and most advanced chip foundry, operating at 7nm-class process nodes.

Shanghai, Shanghai

Zhaoxin

兆芯

x86-compatible CPU designer for domestic government and enterprise use.

Shanghai, Shanghai

Cambricon

寒武纪

688256.SH

AI chip designer producing neural processing units for cloud and edge inference.

Beijing, Beijing

Biren Technology

壁仞科技

High-performance GPU startup developing general-purpose computing chips to compete with NVIDIA in AI training and inference.

Beijing, Beijing

ChangXin Memory (CXMT)

长鑫存储

China's only DRAM manufacturer, producing DDR4 and developing DDR5 memory chips.

Hefei, Anhui

YMTC

长江存储

China's leading NAND flash memory maker, developed 232-layer 3D NAND before facing US sanctions.

Wuhan, Hubei

CRRC Times Electric

中车时代电气

3898.HK

Leading producer of IGBT power semiconductor modules for rail, EVs, and renewable energy, a subsidiary of CRRC.

Zhuzhou, Hunan

T-Head (Pingtouge)

平头哥半导体

Alibaba's semiconductor subsidiary designing RISC-V processors and AI inference chips, with major operations in Nanjing.

Nanjing, Jiangsu

OPPO

欧珀

Global top-5 smartphone brand headquartered in Dongguan, with in-house chip design (MariSilicon NPU) and advanced camera technology.

Dongguan, Guangdong

Vivo

维沃

Major global smartphone manufacturer headquartered in Dongguan, with self-developed imaging chips and extensive Asian market share.

Dongguan, Guangdong

SK Hynix (Wuxi)

SK海力士(无锡)

000660.KS

SK Hynix's largest overseas facility, performing advanced DRAM packaging and testing operations critical to the global memory supply chain.

Wuxi, Jiangsu

Zhuhai UNITED POWER

珠海联合动力

IC design company specializing in printer chips and power management ICs, part of Zhuhai's growing semiconductor design cluster.

Zhuhai, Guangdong

SMIC (Shaoxing)

中芯绍兴

SMIC's joint venture fab in Shaoxing focusing on specialty process nodes including MEMS sensors, power management ICs, and analog chips.

Shaoxing, Zhejiang