Click the blue text above to follow us
On November 17, 2025, institutions such as the University of Hong Kong achieved a revolutionary breakthrough in the field of next-generation AI chip power consumption: an intelligent ruler created using the programmable characteristics of memristors reduced AI chip power consumption by 57.2%.
This innovation signifies a leap in AI chip performance, sparking a power consumption revolution in the global semiconductor industry and injecting strong momentum into the development of artificial intelligence.
As a passive device with memory capabilities, memristors hold great potential in brain-like computing, in-memory computing chips, and high-efficiency AI hardware.
With technological breakthroughs, memristors are moving from the laboratory to industrialization, promising to disrupt existing computing architectures.
In this context, a number of pioneers and key players have laid out their strategies across various segments of the memristor industry chain.
Below, we will outline the participants related to memristors and reveal their key roles in this emerging technological wave:
01
Product Field
First Company: China Mobile
Subfield: End-to-end technology verification and application of memristor in-memory computing chips.
Concept Association: In-memory computing, AI chips, operators, research collaboration.
Company Highlights: On May 29, 2023, China Mobile, in collaboration with Tsinghua University, completed the industry’s first end-to-end technology verification of memristor in-memory computing chips, marking a milestone breakthrough.
This move demonstrates China Mobile’s determination to drive innovation in future computing architectures and is expected to accelerate the application of memristor technology in 5G networks, data centers, and other infrastructures.
Second Company: Shengshi Technology
Subfield: High-precision, low-power in-memory computing AI high-performance POC technology verification chips based on memristor ReRAM.
Concept Association: In-memory computing, ReRAM, AI chips, technology equity.
Company Highlights: Shengshi Technology holds a 3.42% stake in Yizhu Technology and has successfully lit up high-precision, low-power in-memory computing AI high-performance POC technology verification chips based on memristor ReRAM.
This marks an important step for memristors in achieving large-scale AI computing, and Shengshi Technology is expected to apply it in its main business of intelligent security.
02
Design and Manufacturing Field
Third Company: Fenghua Advanced Technology
Subfield: Electronic component manufacturing (potential memristor field).
Concept Association: Passive components, MLCC, electronic materials.
Company Highlights: As a major passive component manufacturer, Fenghua Advanced Technology has not yet specialized in memristor research, but its deep accumulation in electronic component manufacturing, materials science, and precision ceramic processes gives it potential advantages for future entry into memristor materials, packaging, or supporting component production.
Fourth Company: Jinbaize
Subfield: Electronic design and manufacturing services.
Concept Association: PCB design, PCBA manufacturing, electronic R&D support.
Company Highlights: Jinbaize provides electronic design and manufacturing services for memristor research at related higher education institutions.
Its professional PCB design, manufacturing, and PCBA processing capabilities provide solid engineering support for the commercialization of memristor technology from research prototypes.
03
LiNbO3 Wafer Film (Materials) Field
Fifth Company: Tiantong Co., Ltd.
Subfield: LiNbO3 wafers and related piezoelectric crystal materials.
Concept Association: Crystal materials, semiconductor substrates, high-end manufacturing.
Company Highlights: Tiantong Co., Ltd. has the largest sales of large-size LiNbO3 wafers in China and is expected to become a key supplier in the upstream of the memristor industry.
Its strong capabilities in material preparation and large-scale production can provide high-quality substrate materials for high-performance memristors.
Sixth Company: Fuzhijing Technology
Subfield: LiNbO3 crystals and optical crystal materials.
Concept Association: Optical crystals, laser materials, precision optics.
Company Highlights: Fuzhijing Technology provides a small quantity of LiNbO3 crystals, and its high precision and quality in crystal growth and processing give it unique value in providing customized LiNbO3 crystals for special applications or research projects, especially in the development of cutting-edge memristor devices for optical computing.
Seventh Company: Hu Silicon Industry
Subfield: R&D, production, and sales of LiNbO3 and Ta2O5 single crystal thin film wafer substrates.
Concept Association: Semiconductor wafers, third-generation semiconductor materials, SOI substrates.
Company Highlights: Hu Silicon Industry focuses on LiNbO3 and Ta2O5 single crystal thin film wafer substrates through its 50.13% stake in New Silicon Aggregation.
LiNbO3 thin films are expected to provide high-quality substrates for memristors, achieving smaller sizes and higher integration, accelerating the large-scale application of memristors in AI chips and other fields.
Note: The above content does not constitute any investment advice, guidance, or commitment, and is for discussion purposes only.