All Teams: 8
SMIC
Shanghai · est. 2000
SMIC is China's absolute national champion foundry; tasked with an impossible mandate, it successfully engineered the 7nm chips powering Huawei's AI accelerators - proving that China can bypass US blockades via brute force engineering.
Naura
Beijing · est. 2001
Naura is the ultimate beneficiary of US sanctions; as Chinese foundries are cut off from American tools, Naura has captured billions in forced localization spending, monopolizing the domestic supply of etching and deposition machines.
AMEC
Shanghai · est. 2004
AMEC is the 'sharpest spear' in Chinas semiconductor arsenal; by focusing obsessively on etching machines, it built hardware so advanced that it is used in the 5nm production lines of global giants like TSMC.
Alibaba Cloud
Hangzhou · est. 2009
China’s foundational AI infrastructure; as of early 2026, it hosts the majority of domestic LLM development and operates China's largest open source AI community, ModelScope.
Tencent Cloud
Shenzhen · est. 2018
The 'Industrial Internet' play; Tencent Cloud differentiates itself by integrating deep AI capabilities with the WeChat/WeCom social stack to digitize traditional Chinese industries.
Volcano Engine
Beijing · est. 2021
Monetizing the 'Algorithmic Secret Sauce'; Volcano Engine allows external enterprises to license the same recommendation and video processing tools that power the ByteDance empire.
Baidu Cloud
Beijing · est. 2011
The most 'intelligent' cloud in China; Baidu Cloud differentiates itself by offering a complete end to end AI stack, from proprietary chips to the Qianfan Model as a Service platform.
Kunlunxin
Beijing · est. 2011
The 'NVIDIA of China'; Kunlunxin is the spearhead of Baidu's self reliance strategy, providing the specialized silicon required to train China's next gen foundation models.
Scoreboard
Play Styles
Rivalries
Watchlist
SMIC
$8BFY2024SMIC's revenue hit a record in 2025, confirming that Chinese local demand is sufficient to sustain its massive expansion. It is currently spending billions on CapEx to build sanction proof fabrication plants.
Naura
$5BNaura has officially crossed the threshold into becoming one of the top 5 equipment makers globally. Its 2025 earnings prove that China's internal fab building boom is translating directly into Naura's bottom line.
AMEC
$1.2BAMEC is currently suing the US Pentagon to be removed from their military blacklist. Meanwhile, its 2025 earnings are exploding as Chinas foundries desperately stockpile domestic etching tools to bypass US sanctions.
Alibaba Cloud
$15.8BFY20252025 marked an inflection year where Cloud became Alibaba's most credible growth engine (34% YoY growth), driven overwhelmingly by enterprise AI demand.