Chinese Data Center (AI Picks and Shovels) Stocks

Hygon Information Technology

Market Cap: CN¥492.4b

Engages in the research and development of computing chip products and systems in China.

Montage Technology

Market Cap: CN¥137.5b

An integrated circuit (IC) design company, provides IC-based solutions for cloud computing and data center markets in the People’s Republic of China.

Suzhou TFC Optical Communication

Market Cap: CN¥120.9b

Provides optical communication devices in Mainland China and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥76.5b

Provides platform-based custom silicon and semiconductor IP licensing services in China and internationally.

Shenzhen Techwinsemi Technology

Market Cap: CN¥61.3b

Develops, manufactures, and sells storage control chips and modules in China and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥57.3b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Ruijie Networks

Market Cap: CN¥54.6b

Engages in the research and development, design, and sales of network equipment, network security products, and cloud desktop solutions in China and internationally.

QuantumCTek

Market Cap: CN¥49.1b

Engages in the research, development, production, and sale of quantum communication, computing, and precision measurement products in China.

Yonyou Network TechnologyLtd

Market Cap: CN¥48.7b

Provides digital software and services to enterprises and public organizations in China and internationally.

Yuanjie Semiconductor Technology

Market Cap: CN¥45.6b

Yuanjie Semiconductor Technology Co., Ltd.

Jiangsu Hoperun Software

Market Cap: CN¥45.0b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥35.4b

Henan Shijia Photons Technology Co., Ltd.

SICC

Market Cap: CN¥35.2b

Engages in the research, development, production, and sale of silicon carbide substrate materials in China and internationally.

CIG Shanghai

Market Cap: CN¥34.0b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

Fiberhome Telecommunication Technologies

Market Cap: CN¥29.8b

Fiberhome Telecommunication Technologies Co., Ltd.

EverProX Technologies

Market Cap: CN¥26.6b

Researches and develops, produces, and sells integrated optoelectronic devices in the field of optical communications in China and internationally.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥24.0b

Engages in the research, design, development, production, and sale of fiber optic devices in China and internationally.

Longshine Technology Group

Market Cap: CN¥17.9b

Operates technology company in China.

SinosoftLtd

Market Cap: CN¥17.5b

Engages in the research and development of computer software, applications, and services in China and internationally.

TRS Information Technology

Market Cap: CN¥17.0b

Provides artificial intelligence, big data, and data security products and services in China.

Wuxi NCE PowerLtd

Market Cap: CN¥15.6b

Engages in the research and development, design, and sale of semiconductor power devices and chips in China.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥12.9b

Together with its subsidiary, Hangzhou Deepin Information Technology Co., Ltd., engages in the network security related businesses in China, Hong Kong, and internationally.

C*Core Technology

Market Cap: CN¥9.7b

A chip design company, offers IP authorization, chip customization, and independent chip and module products in China.

Sinodata

Market Cap: CN¥9.4b

Engages in the application software development, and provision of technical services and related computer information system integration services in China and internationally.

Guangzhou Sie Consulting

Market Cap: CN¥9.4b

Operates as solution provider in the fields of industrial Internet and intelligent manufacturing, core ERP, and business operation center in China.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥8.6b

Operates as a network visibility infrastructure and intelligent system platform vendor in China.

Beijing SuperMap Software

Market Cap: CN¥8.4b

Provides geographic information system and spatial intelligence software products and services in China and internationally.

Shenzhen SDG Information

Market Cap: CN¥8.2b

Manufactures and sells fiber- optic cable, wiring network equipment, and communication equipment in the People’s Republic of China and internationally.

Sumavision TechnologiesLtd

Market Cap: CN¥7.9b

Provides video delivery solutions for broadcast, cable, satellite, internet, and mobile and telco video service in China and internationally.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥7.9b

Guangdong Shenglu Telecommunication Tech.

NSFOCUS Technologies Group

Market Cap: CN¥6.5b

Provides Internet and application security services worldwide.

Inspur Software

Market Cap: CN¥6.3b

Provides cloud computing and big data services in China and internationally.

Wanma Technology

Market Cap: CN¥5.9b

Engages in the research and development, production, system integration, and sales of communication and medical information equipment.

Zhejiang Shengyang Science and TechnologyLtd

Market Cap: CN¥4.8b

Engages in the development, production, and sale of communication equipment in China, and internationally.

HeNan Splendor Science & Technology

Market Cap: CN¥4.4b

HeNan Splendor Science & Technology Co., Ltd.

Sunsea AIoT Technology

Market Cap: CN¥4.0b

Provides Internet of Things products and services to telecom operators, ICT equipment vendors, system integrators, and enterprise customers in China and internationally.