Alibaba Cloud · SUPPLY CHAIN TRACE

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

Foxconn FII

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

Vertiv

Critical power and thermal management for AI data centers

Huawei / HiSilicon

China's leading chip designer (Kirin mobile, Ascend AI); on US Entity List since 2019

YMTC

China's largest 3D NAND maker; Entity Listed Dec 2022, primarily serves domestic market

CXMT

China's leading DRAM maker, targeting DDR4/DDR5 at mature nodes without EUV

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

DeepSeek

Chinese AI lab backed by High-Flyer quant fund; developed DeepSeek-V3/R1 frontier models using restricted NVIDIA H800 + Huawei Ascend; disrupted global AI pricing in Jan 2025