Chinese Data Center (AI Picks and Shovels) Stocks

Hygon Information Technology

Market Cap: CN¥593.6b

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

Montage Technology

Market Cap: CN¥163.0b

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

Suzhou TFC Optical Communication

Market Cap: CN¥136.9b

Provides optical communication devices in Mainland China and internationally.

VeriSilicon Microelectronics (Shanghai)

Market Cap: CN¥98.8b

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

Ruijie Networks

Market Cap: CN¥71.1b

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

Tongfu MicroelectronicsLtd

Market Cap: CN¥57.9b

Provides integrated circuit (IC) encapsulation test services.

Yonyou Network TechnologyLtd

Market Cap: CN¥52.3b

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

Jiangsu Hoperun Software

Market Cap: CN¥46.9b

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

Shenzhen Techwinsemi Technology

Market Cap: CN¥42.2b

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

SICC

Market Cap: CN¥37.6b

Engages in the research and development, manufacturing, and sale of silicon carbide semiconductor materials in China and internationally.

QuantumCTek

Market Cap: CN¥36.5b

Manufactures and sells quantum information technology enabled information and communication technology security products and services in China.

Fiberhome Telecommunication Technologies

Market Cap: CN¥35.6b

Fiberhome Telecommunication Technologies Co., Ltd.

CIG Shanghai

Market Cap: CN¥35.4b

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

Yuanjie Semiconductor Technology

Market Cap: CN¥35.1b

Yuanjie Semiconductor Technology Co., Ltd.

Geovis TechnologyLtd

Market Cap: CN¥34.3b

Researches, develops, and industrializes digital earth products for government, enterprises, and special and public fields in China.

Henan Shijia Photons Technology

Market Cap: CN¥32.5b

Henan Shijia Photons Technology Co., Ltd.

EverProX Technologies

Market Cap: CN¥31.7b

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¥31.2b

Designs and manufactures passive optical components in China and internationally.

Longshine Technology Group

Market Cap: CN¥20.8b

Operates technology company in China.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥18.9b

Provides network communication solutions in China.

TRS Information Technology

Market Cap: CN¥18.5b

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

SinosoftLtd

Market Cap: CN¥17.1b

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

Wuxi NCE PowerLtd

Market Cap: CN¥14.8b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥12.0b

Together with its subsidiary, Hangzhou Deepin Information Technology Co., Ltd., engages in the research and development, production, and sale of network security and application delivery products in China, Hong Kong, and internationally.

Sinodata

Market Cap: CN¥11.1b

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¥11.0b

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¥10.3b

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

Shenzhen Tianyuan DIC Information Technology

Market Cap: CN¥10.3b

Shenzhen Tianyuan DIC Information Technology Co., Ltd.

C*Core Technology

Market Cap: CN¥10.0b

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

Shenzhen SDG Information

Market Cap: CN¥8.7b

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

Nanjing Panda Electronics

Market Cap: CN¥8.7b

Engages in the smart transportation and safe city, industrial internet and intelligent manufacturing, and green and service-oriented electronic manufacturing businesses in China.

Sumavision TechnologiesLtd

Market Cap: CN¥8.3b

Provides video delivery solutions for broadcast, cable, satellite, internet, and mobile and telco video service worldwide.

Beijing SuperMap Software

Market Cap: CN¥8.1b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥7.6b

Guangdong Shenglu Telecommunication Tech.

Wanma Technology

Market Cap: CN¥6.6b

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

NSFOCUS Technologies Group

Market Cap: CN¥6.0b

Provides Internet and application security services worldwide.