Cambricon
Publicly listed pure-play Chinese AI chip designer, Siyuan 590/690
Cambricon is a Shanghai-listed AI-chip designer whose Siyuan (MLU) accelerators are among the most credible domestic alternatives to Nvidia for Chinese datacenters. On the US Entity List, its share price surged in 2025 as Beijing steered buyers toward domestic silicon; it remains dependent on SMIC and constrained HBM/CoWoS-class packaging.
Product
Siyuan MLU 590/690
Status
US Entity List
How it fits the stack
Cambricon with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Cambricon in the AI stack. Cambricon with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 5 entities, 4 relationships
- Cambricon —uses→ CXMT (ChangXin Memory)
- Cambricon —uses→ JCET (advanced packaging)
- Cambricon —depends on→ SMIC (Semiconductor Manufacturing International Corp)
- Cambricon —competes with→ Nvidia
Context — capital, rivals, policy · · 2