Chinese Data Center (AI Picks and Shovels) Stocks

Hygon Information Technology

Market Cap: CN¥500.5b

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

Moore Threads Technology

Market Cap: CN¥261.4b

Engages in the development of GPU chips and related products.

MetaX Integrated Circuits (Shanghai)

Market Cap: CN¥250.9b

MetaX Integrated Circuits (Shanghai) Co., Ltd.

Suzhou TFC Optical Communication

Market Cap: CN¥246.3b

Provides optical communication devices in Mainland China and internationally.

Montage Technology

Market Cap: CN¥161.0b

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

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥111.7b

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

Yuanjie Semiconductor Technology

Market Cap: CN¥91.0b

Yuanjie Semiconductor Technology Co., Ltd.

Shenzhen Techwinsemi Technology

Market Cap: CN¥90.8b

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

Tongfu MicroelectronicsLtd

Market Cap: CN¥64.5b

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

Ruijie Networks

Market Cap: CN¥63.4b

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

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥47.0b

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

EverProX Technologies

Market Cap: CN¥46.5b

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

Jiangsu Etern

Market Cap: CN¥40.5b

Engages in the production and sales of optical cables and cables in China and internationally.

Yonyou Network TechnologyLtd

Market Cap: CN¥40.1b

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

Henan Shijia Photons Technology

Market Cap: CN¥40.0b

Henan Shijia Photons Technology Co., Ltd.

SICC

Market Cap: CN¥36.3b

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

CIG Shanghai

Market Cap: CN¥34.1b

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

Jiangsu Hoperun Software

Market Cap: CN¥31.0b

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

Qi An Xin Technology Group

Market Cap: CN¥20.0b

A cybersecurity company, provides cybersecurity products and services for government, enterprises, and other institutions in China and internationally.

Longshine Technology Group

Market Cap: CN¥17.3b

Operates technology company in China.

BOE HC SemiTek

Market Cap: CN¥16.1b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

TRS Information Technology

Market Cap: CN¥15.8b

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

Wuxi NCE PowerLtd

Market Cap: CN¥15.5b

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

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥14.9b

Engages in the research, design, development, and sale of analog and embedded chips in China and internationally.

Shenzhen SDG Information

Market Cap: CN¥14.1b

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

SinosoftLtd

Market Cap: CN¥13.8b

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

C*Core Technology

Market Cap: CN¥10.8b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥9.9b

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

EmbedWay Technologies (Shanghai)

Market Cap: CN¥9.2b

Engages in the provision of network visibility, intelligent system platforms, and intelligent computing solutions and services in China.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥9.1b

Guangdong Shenglu Telecommunication Tech.

Shaanxi Fenghuo Electronics

Market Cap: CN¥8.4b

Researches, produces, and sells of communications and electroacoustic equipment in China.

Tansun Technology

Market Cap: CN¥7.9b

Provides information technology (IT) solutions and services for financial industry customers in China and internationally.

Sinodata

Market Cap: CN¥7.6b

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

Sumavision TechnologiesLtd

Market Cap: CN¥7.6b

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

Beijing SuperMap Software

Market Cap: CN¥7.4b

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

Qiming Information TechnologyLtd

Market Cap: CN¥7.4b

Provides enterprise digital operation, smart car and intelligent connectivity, and cloud solutions primarily in China.