Regional and supply-chain research

Semiconductor equipment / Electronic information and digital technology / Core components and digital hardware Sub-industry and Supply-chain Study

Semiconductor equipment / Electronic information and digital technology / Core components and digital hardware Sub-industry and Supply-chain Study. A dated 258-record cohort study compares composition, parent sets and evidence coverage. Comparative structure study; archive date 2026-10-16.

Revision and archive snapshot: 2026-10-16

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Research findings

Comparative structure study

The largest recorded reporting jurisdiction, Jiangsu, contains 65 records (25.2% of this 258-record cohort). The remaining cohort contains 193 records. The comparison concerns archive composition.

The recorded industry label Next-generation information technology accounts for 100.0% here (258/258), compared with 90.1% in the parent set (2,827/3,137), an absolute gap of 9.9 percentage points.

74/258 companies link to pages with existing source-supported excerpts (28.7% of the cohort). The other 184 records remain usable for archive composition, but do not support new operating case studies.

Company cohortDirectly linked pagesShare of public archiveArchive date
2582581.3%2026-10-16

An ID-deduplicated archive snapshot, not the whole market, current recognition or operating results.

Comparable sets and compositional differences

The parent set, Electronic information and digital technology / Core components and digital hardware, contains 3,137 records. This cohort contributes 258 (8.2%); 2,879 records remain after excluding it.

The parent set, Semiconductor equipment, contains 301 records. This cohort contributes 258 (85.7%); 43 records remain after excluding it.

CategoryCohort count/baseReference: Electronic information and digital technology / Core components and digital hardwareGap (pp)Representation ratioRest count/base
industry · Next-generation information technology258/258 · 100.0%2,827/3,137 · 90.1%+9.91.112,569/2,879
reporting jurisdiction · Jiangsu65/258 · 25.2%516/3,137 · 16.4%+8.71.53451/2,879
reporting jurisdiction · Shanghai30/258 · 11.6%202/3,137 · 6.4%+5.21.81172/2,879
reporting jurisdiction · Beijing8/258 · 3.1%232/3,137 · 7.4%-4.30.42224/2,879
reporting jurisdiction · Sichuan5/258 · 1.9%145/3,137 · 4.6%-2.70.42140/2,879

Ratio of label participation, not market share; multi-label counts overlap.

Excluding this cohort, the recorded industry label Next-generation information technology covers 2,569/2,879 remaining records (89.2%), an absolute gap of 10.8 percentage points from this cohort.

Concentration and cross-sectional structure

The full reporting jurisdiction distribution has 28 labels; the top 3 contain 136/258 records (52.7%).Other known labels contain 122 records.

For 258 records with known labels, the effective category count is 8.1, versus 28 actual labels. Definitions and scope are in the methodology.

The table shows ten labels; 18 others are included in the calculations above.

Recorded labelRecordsShare of cohort
Jiangsu6525.2%
Shenzhen4115.9%
Shanghai3011.6%
Zhejiang228.5%
Guangdong218.1%
Anhui155.8%
Beijing83.1%
Hubei62.3%
Xiamen51.9%
Sichuan51.9%

Record counts do not rank supply capability or economic size.

The largest intersection, Jiangsu × Next-generation information technology, contains 65 records, or 100.0% of the 65 records carrying the Jiangsu label.

reporting jurisdictionindustryIntersection recordsCohort share
JiangsuNext-generation information technology6525.2%
ShenzhenNext-generation information technology4115.9%
ShanghaiNext-generation information technology3011.6%
ZhejiangNext-generation information technology228.5%
GuangdongNext-generation information technology218.1%
AnhuiNext-generation information technology155.8%
BeijingNext-generation information technology83.1%
HubeiNext-generation information technology62.3%

A cell contains company IDs carrying both labels. It does not establish procurement, supply or investment relationships between firms. Multi-label cells may overlap.

This page displays 8 of the full cross-tab’s 28 non-empty cells; the other 20 remain in the analysis.

Evidence coverage and strength of conclusions

Record fieldNon-empty/cohortCompletion
Company name258/258100.0%
reporting jurisdiction258/258100.0%
industry258/258100.0%
Recorded products258/258100.0%
sub-industry258/258100.0%
Chain labels258/258100.0%

Non-empty fields are not necessarily accurate or supported by originals.

Scope of source supportCount
Profiles with source-supported excerpts74
Distinct corresponding companies74
Reviewed Chinese/English paragraph pairs75

Counts concern existing reviewed bilingual excerpts, not re-certification of originals or entire reports.

Intersection with 2026 local lists

59 of this cohort’s 258 records link through existing company-ID mappings to 2026 lists from all jurisdictions (22.9%). This intersection measures list linkage, not successful recognition or company growth.

Observation setList recordsNew-applicant recordsReview recordsMapped company IDs
National list records linked to this cohort’s IDs5925759

List rows and company IDs are separate counts, not new firms or final recognition.

Stored 2026 local-recommendation records, sources and stage definitions

Recorded roles and delivery checks

Delivery framework, stages and original sources

Related studies and shared records

Shared records with Semiconductor Keyword Candidate Study: 258; records in this cohort but outside that set: 0. The intersection/union ratio is 23.6%, a measure of label overlap rather than business collaboration. Read comparison

Shared records with Semiconductor Equipment Keyword Candidate Study: 258; records in this cohort but outside that set: 0. The intersection/union ratio is 23.6%, a measure of label overlap rather than business collaboration. Read comparison

Company samples and record links

CompanyJurisdictionRecorded industry
Anhui Yofc Advanced Semiconductor Co., Ltd.AnhuiNext-generation information technology
Shenzhen Newsonic Technologies Co., Ltd.ShenzhenNext-generation information technology
Shenzhen Standard Spectrum Semiconductor Co., Ltd.ShenzhenNext-generation information technology
ShanDong GRINM Semiconductor Materials Co., Ltd.ShandongNext-generation information technology
Jiangsu Donghai Semiconductor Co., Ltd.JiangsuNext-generation information technology
ETA Semiconductor LimitedJiangsuNext-generation information technology
TCL Huanxin Semiconductor(Tianjin)Co., LtdTianjinNext-generation information technology
Zhixin Semiconductor Co., Ltd.HubeiNext-generation information technology

Stable-ID samples, not rankings; metrics use the full cohort.

Directly related profiles and reports

Methodology

Read ID deduplication, comparison, batch and evidence definitions