Shanghai Fudan Microelectronics Group · 上海复旦微电子集团股份有限公司

Fabless

Flagship of domestic FPGA independence — its parts underpin satellite, power-grid and telecom infrastructure — and the highest-profile pure-commercial desi…
Published

October 11, 2026

Chinese name: 上海复旦微电子集团股份有限公司 (Fùdàn Wēidiàn)

TipWhy This Matters

Flagship of domestic FPGA independence — its parts underpin satellite, power-grid and telecom infrastructure — and the highest-profile pure-commercial design victim so far of US controls: added 12 September 2025 with Footnote 4, hitting fabs, EDA and IP outputs simultaneously; no status change through October 2026. The forced pivot (strategic wafer/tooling stockpile grew from ~¥600m 2020 to ~¥3.1bn by H1 2025; inventory was still 32.8% of current assets at mid-2026) paid off handsomely under scarcity: FY2025 revenue ¥39.82亿 (+10.9%); H1 2026 revenue ¥22.25亿 (+21.0%) and net profit ¥8.49亿 (+338.6%) — though ¥4.66–4.70亿 of that was a one-off fair-value gain on its 盛合晶微 (SJ Semi) strategic placement, leaving adjusted profit at ¥4.12亿 (+125.9%). FPGA was ¥7.4亿 (+8.7%) of the half, non-volatile memory ¥6.21亿 (+41.1%) on NAND/NOR price hikes, and car-grade MCUs passed 20M units annualized.

What does this firm design?

FPGAs/PSoCs/RF-FPGAs/FPAI programmable-AI chips + EDA, secure-identity/smartcard ICs, non-volatile memory, smart-meter MCUs.

Key Facts

Category Fabless
Founded 1998
Location Shanghai, Shanghai Municipality
Product Focus FPGA family (million-gate 28nm mainstream, billion-gate FinFET, RF-FPGA, PSoC, FPAI), security/ID chips, EEPROM/NOR/SLC NAND, metering MCUs; test via 华岭股份
Node Sophistication 28nm CMOS mainline; 1x-nm-class FinFET products in customer intro; 2.5D packaging; FN4 constraint blocks foreign tools/output at advanced nodes
Entity List Yes — US Commerce BIS (Entity List, Footnote 4)
Last Verified Newest source dated 28 Mar 2026 (2 sources)

Design Score

4.2/5

Sources

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