Innosilicon Technology · 芯动科技

Fabless

China’s most valuable domestic semiconductor-IP supplier — the quiet enabler whose PCIe/DRAM/UCIe/UALink PHYs sit inside AI-startup roadmaps across the tra…
Published

October 11, 2026

Chinese name: 芯动科技 (Xīndòng Kējì)

TipWhy This Matters

China’s most valuable domestic semiconductor-IP supplier — the quiet enabler whose PCIe/DRAM/UCIe/UALink PHYs sit inside AI-startup roadmaps across the tracker; its February 2026 120-lane Gen5 PCIe switch and June 2026 UALink suite (224G UALink IP taped out, licensing from H2 2026) make it central to de-NVLink scale-up fabrics, alongside a January 2026 first commercial LPDDR6/5X delivery and GDDR7 PHY pushed to 32Gbps. 风华3号 (September 2025) keeps a homegrown full-function GPU alive outside the four listed startups — and is now finding a commercial vehicle: an August 2026 战略合作 with 汉唐云 targets ‘万P级’ all-domestic compute clusters, while GPU head 何颖 confirmed in May that 风华4/5 are in development. IPO remains rumor-only: an HKEX chapter-18C attempt at ¥8–15bn valuation is tracked by secondary sources but no prospectus or CSRC tutoring filing for 芯动 exists as of October 2026.

What does this firm design?

Interface IP cores, PCIe switches, custom AI SoCs and chiplets, Fenghua-series graphics/compute GPUs.

Key Facts

Category Fabless
Founded 2006
Location Wuhan, Hubei
Product Focus High-speed interface IP (PCIe 3/4/5/6+CXL3.0, GDDR7, HBM3E/4 PHY, LPDDR6, 224G SerDes, UCIe, full UALink suite), 风华 Fenghua GPUs, custom ASIC/chiplet services
Node Sophistication IP proven across advanced nodes (HBM/UCIe/224G PHY imply ≤N5-class enablement); Fenghua GPUs ≤12nm; latest node not verified
Entity List No
Last Verified Newest source dated 04 Jun 2026 (3 sources)

Design Score

3.8/5

Sources

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