Computing chips, as the core hardware components providing computational power, are the cornerstone supporting the development of cutting-edge technologies such as artificial intelligence, big data analysis, and scientific computing. They can be mainly divided into GPU, FPGA, and ASIC based on their technical architecture, with GPUs becoming the mainstream choice for AI training due to their high parallel computing advantages.. The industry chain covers a complete range from algorithm design, chip manufacturing to multi-field applications, widely used in medical, financial, industrial, and office scenarios, driving the digital transformation and upgrading of various industries.
Recently, relevant departments disclosed that China’s intelligent computing power has reached 788 EFLOPS, emphasizing the importance of breaking through key technologies of GPU chips.
It is expected that the domestic intelligent computing power will achieve rapid growth of over 40% by 2025, with the “East Data West Computing” project and the issuance of computing power vouchers further promoting the construction and improvement of the domestic computing power ecosystem.
By sorting out the industry chain and combining relevant businesses, we have selected 10 computing chip companies with core competitiveness for everyone to study and learn from.
The following content does not constitute any investment advice, guidance, or commitment, and is for academic discussion only.
1. Jingjia Micro
Company Position: Leader in military GPUs, expanding into the civilian AI computing power field.
Technical Highlights: Breakthrough 7nm test chip, collaboration with Huawei Ascend to layout intelligent computing centers.
2. Rockchip
Company Position: Leader in edge AI chips, 35% market share in security, automotive-grade chips entering BYD supply chain.
Technical Highlights: RK3588 supports 8K + AI computing power, with a power consumption of only 3W, suitable for smart cockpits.
3. Allwinner Technology
Position: Leader in smart terminal ASICs, industry-leading low power design.
Technical Highlights: R329 chip suitable for smart homes, 20% lower cost than competitors.
4. GigaDevice
Company Position: Third globally in NOR Flash, breaking ARM’s monopoly in automotive-grade MCUs.
Technical Highlights: Mass production of 19nm DRAM, layout of HBM technology.
5. North Huachuang
Company Position: Leader in equipment localization, covering the entire chain of etching/thin film deposition.
Technical Highlights: 25% localization rate for 14nm equipment, mass production of 5nm deep hole etching machines..
6. Silead
Company Position: Leader in domestic IGBT, supplying blocks to NIO/Xpeng.
Technical Highlights: Mass production of SiC MOSFETs, leading growth in the photovoltaic field.
7. Silan Microelectronics
Company Position: The only domestic IDM enterprise for mass production of SiC MOSFETs.
Technical Highlights: 99.5% yield for automotive-grade IGBTs, increased market share for photovoltaic inverter chips.
8. Sanan Optoelectronics
Company Position: Player in the entire carbon-silicon industry chain, core supplier for Tesla energy storage.
Technical Highlights: Monthly production capacity of 10,000 SiC substrates, yield over 80%.
China’s computing chip industry is ushering in a development opportunity centered on domestic substitution, architectural innovation, and application deepening. Through disruptive technological breakthroughs such as advanced packaging of Chiplet, integration of storage and computing, and optoelectronic fusion, it accelerates the landing in fields such as cloud training, edge inference, and autonomous driving.
Disclaimer: This article is based on online materials. If there are any errors, please refer to the latest information. This article does not constitute any investment advice, guidance, or commitment, and is for academic reference only. The market has risks, and investment should be cautious.