Dosilicon Co., Ltd. · 东芯半导体股份有限公司

Fabless

A two-story firm: a niche-memory designer riding the 2025-26 shortage to 67.7% gross margin and H1 2026 net profit ¥6.59亿 (vs FY2025 loss) — with an interi…
Published

October 11, 2026

Chinese name: 东芯半导体股份有限公司 (Dōngxīn Gǔfèn)

TipWhy This Matters

A two-story firm: a niche-memory designer riding the 2025-26 shortage to 67.7% gross margin and H1 2026 net profit ¥6.59亿 (vs FY2025 loss) — with an interim dividend of ¥6/10 shares plus a bonus issue — and a listed proxy for Lisuan’s consumer GPU incubation (¥0.42亿 equity-method loss H1, ~65% of RTX-3060 gaming performance per independent tests). The 7G100 sold through its ¥2,688 JD retail launch from 16 July and became the first Chinese GPU maker to exhibit standalone at ChinaJoy (July–August); Lisuan’s next-gen architecture is in design with no tape-out date given, and Dosilicon says it holds no current integration of its own memory on Lisuan’s GPUs. If the 7G100 scales, the off-balance-sheet GPU template becomes the model for design houses nurturing advanced logic.

What does this firm design?

SLC/MLC NAND, NOR, niche DRAM and MCP/eMMC combos; affiliate’s 6nm graphics GPUs.

Key Facts

Category Fabless
Founded 2014
Location Shanghai, Shanghai Municipality
Product Focus Niche small-capacity memory — SLC NAND (domestic leader), NOR, DDR3/LPDDR4x DRAM, MCP combos for phone/module platforms
Node Sophistication 1x-nm-class SLC NAND in volume; affiliate Lisuan’s 7G100 GPU on 6nm (taped out early 2025, retail launch ¥2,688 on JD 16 July 2026; 4th globally WHQL-certified Windows GPU vendor)
Entity List No
Last Verified Newest source dated 21 Aug 2026 (2 sources)

Design Score

3.5/5

Sources


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