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CHINA SEMICONDUCTOR NETWORK / RESEARCH · PROCUREMENT · PATENTS

China’s semiconductor network

BlackGrove maps the Chinese semiconductor ecosystem as a set of observed relationships between companies, universities, institutes, and laboratories. Research, procurement, and patent data each capture a different part of that system. Taken together, they allow us to examine where activity is concentrated, which organizations connect otherwise separate groups, and how institutional research links into a wider industrial base.

NETWORK COMPOSITION

Three relationship layers. 53,448 resolved entities.

The current graph contains 240,365 observed relationships across research, procurement, and patents. Source records are resolved to canonical entities without discarding the underlying observations, with evidence retained upstream. The NAURA lite view carries aggregate records but no document-level evidence links.

NETWORK EXPLORER

Research meets industry.

CAS + NAURA · one network
CAS + NAURA · complete two-hop neighborhoods
Show: Both neighborhoods
Layer: Procurement
Relation: All relationships
Score: Weighted PageRank
60 of 3,377 matches · +71 seed/path nodes · 329 ties on this page
CAS NAURA SHANGHAI HUALI INTEGRATED C... WUHAN CHINA STAR OPTOELECTR... 广东省中科进出口有限公司 Applied Materials South Eas... 绵阳惠科光电科技有限公司 Lam Research International ... Tokyo Electron Limited SHANGHAI HUAHONG GRACE SEMI... Shandong University SUSS MicroTec Lithography GmbH Tianjin University ASML Hong Kong Ltd Xidian University 广东省科控仪器设备有限公司 Fudan University KLA-Tencor Corporation Nanjing University 广州市澳漪进出口有限公司 Shanghai University 清芯科技有限公司 合肥晶合集成电路有限公司 GBIT LIMITED Institute of Semiconductors 青岛鲁芯仪器有限公司 Xiamen University ZHUZHOU CRRC TIMES ELECTRIC... Shanghai Jiao Tong University 东方理德(北京)科技有限公司 Anhui University WUHAN EOPTICS TECH CO LTD Zhejiang University Beneq Oy Southeast University 迪思科科技(中国)有限公司 SHAANXI ELECTRONIC CORE TIM... 泰码思科技(香港)有限公司 XIAN MICROELECTRONICS TECH ... 科特莱思科(上海)商贸有限公司 Nanjing University of Posts... 香港铂镭科技国际有限公司 Suzhou Institute of Nano-te... SHENYANG KINGSEMI MICROELEC... Peking University 中国科学院沈阳科学仪器股份有限公司 South China University of T... 芷云光电(上海)有限公司 BEIJING SMARTCHIP MICROELEC... SHENZHEN NANOLIGHTING LAB LTD Tsinghua University 北京东方中科集成科技股份有限公司 ShanghaiTech University 北京量拓科技有限公司 Institute of Microelectronics 阿斯麦(上海)机电设备有限公司 Changchun Institute of Opti... SHENZHEN SHILIANG SCIENCE I... SHANGHAI IC R&D CT CO LTD RENA Technologies GmbH BEIJING YANDONG MICROELECTR... GUANGXI HUAXIN ZHENBANG SEM... 上海国际招标有限公司 上海机电设备招标有限公司 上海华力集成电路制造有限公司金属铝化学机械抛光设备 SHANGHAI HUALI INTEGRATED C... 上海至纯系统集成有限公司 Edwards Limited 上海精泰机电系统工程有限公司 MEDIUM MICRO SEMICONDUCTOR ... 香港海华有限公司 Screen Semiconductor Soluti... 上海芯玥科技有限公司 GMC SEMICONDUCTOR TECHNOLOG... HITACHI HIGH TECH CORP Sumitomo Heavy Industries I... 上海华力集成电路制造有限公司尖峰快速退火&快速热退火(... Maxli Center Co., Ltd Brooks Automation (Germany)... 株式会社 日立国际电气 上海市安装工程集团有限公司 上海开尔唯国际物流有限公司 上海至纯洁净系统科技股份有限公司 上海昭和电子化学材料有限公司 EV GROUP Europe & Asia/Paci... 嘉里大通物流有限公司 ENTERPRISE INDUSTRY SHANGHA... DALIAN DEETOP PRECISION TEC... 康代(香港)有限公司 埃地沃兹贸易(上海)有限公司 上海天隽机电设备有限公司 KLA Corporation Mattson Technology Inc KASHIYAMA INDUSTRIES,LTD AL-CMP 上海华力集成电路制造有限公司 Medium Current Implanter 上海华力集成电路制造有限公司超低介电常数薄膜化学气相沉积设备 上海华力集成电路制造有限公司常压高温退火炉设备 上海华力集成电路制造有限公司初始层间介质层化学机械研磨设备 SPK(FEOL) ADVANCED MFG EDA CO LTD Global Fundamental Limited KOKUSAI ELECTRIC CORP 思达科技股份有限公司 Nova Measuring Instruments Ltd 上海财瑞建设管理有限公司 杭州广立微电子有限公司 Mentor Graphics(Ireland) Li... ACM RESEARCH SHANGHAI INC 株式会社东京精密 科群實業有限公司 SHENGYI SEMICONDUCTOR TECH ... EBARA CORP Advantest Corporation FEI香港有限公司 江苏雅克福瑞半导体科技有限公司 Keysight Technologies Singa... 亚舍立科技股份有限公司 沈阳拓荆科技有限公司 美施威尔(上海)有限公司 PE SIN (Cu) RTA(FEOL) 上海华力集成电路制造有限公司高电流离子注入 上海机电设备招标有限公司(以下称“招标代理机构”) 上海华力集成电路制造有限公司单片式退火设备 上海华力集成电路制造有限公司中电流离子注入 Anneal-DPN Gate Oxidation(APC) FIB Undoped Poly

Both seeds and connecting paths stay visible. Click to inspect; scroll to zoom.

CAS
NAURA
Shared

Score population: 13,473 entities · combined CAS + NAURA two-hop union. Betweenness: sampled: up to 300 sources per component. Scores stay fixed when filtering.

112 shared entities within CAS 2 / NAURA 2 hops, before other filters. Hops and path context use all relationships, traversed in either direction. Arrows preserve observed direction; filtered-out edges stay hidden. The lite export lacks document-level evidence links. Historical paths do not imply simultaneous supply or control.

Canonical entities

53,448from 77,210 source records

Aggregate edges

240,365all three observed layers

Evidence rows

750,778document/event support

Multi-source entities

2,340entities appearing across sources

INTERPRETING STRUCTURE

Different layers answer different questions.

Research and patent relationships are treated as symmetric. Procurement keeps the original buyer-to-bidder direction for awards, contracts and candidates; agency runs agent to buyer. SameAs links are used for entity resolution and are never counted as substantive relationships.

Cross-layer participation captures whether the same organization is visible in research, patents, and procurement, while brokerage captures the extent to which an organization connects otherwise less-connected parts of the network. A highly connected institution can be deeply embedded within one community without serving as a bridge between communities. These are different structural positions and are measured separately. Every score is retained with the graph projection, time window, and analytical configuration used to calculate it.

STRUCTURAL MEASURES

rᵢ = α Σⱼ wⱼᵢ rⱼ / Σₖ wⱼₖ + (1−α)/Nout(v) = Σᵤ wᵥᵤ in(v) = Σᵤ wᵤᵥC(v) = 2T(v) / (d(v)(d(v)−1))constraint(v) = Σⱼ (pᵥⱼ + Σ_q pᵥq p_qj)²participation(v) = |{layers containing v}| / |layers|

Weighted PageRank, directed degree, weighted Brandes betweenness, k-core, clustering, Burt constraint, effective size, and layer participation are calculated separately.

METHOD AND LIMITS

How the graph is built.

Sources. The graph combines research collaboration, patent co-assignment, and public procurement records.

Entity resolution. Records that refer to the same organization are resolved to one canonical entity. The source records remain attached for review.

Direction. Procurement is buyer → bidder; agent → buyer. CoAuthorship and CoPatentee are treated as undirected relations.

Neighborhood. The interactive view starts from one seed entity. One-hop nodes connect directly to it. Two-hop nodes are reached through one intermediate entity.

CAS TWO-HOP SAMPLE / SOURCE-EXPORT ANALYSIS

A two-hop view from the Chinese Academy of Sciences.

This view starts with the Chinese Academy of Sciences and follows the network outward for two steps. It contains 120 canonical entities: the seed, 60 direct connections, and 59 entities reached through those first-hop organizations. The bounded neighborhood preserves the institutional context around CAS while showing where its research network begins to intersect with buyers, bidders, patent applicants, and industrial companies.

01

The core is overwhelmingly research-driven.

Research collaboration accounts for 1,988 of the 2,205 relationships in this neighborhood. The Chinese Academy of Sciences has 70 direct ties here, all of them co-authorship relationships, including strong connections to the University of Chinese Academy of Sciences, the Institute of Semiconductors, the Institute of Microelectronics, and the Shanghai Institute of Microsystem and Information Technology. The immediate structure is institutional and research-heavy. CAS sits inside a dense set of specialist organizations rather than connecting evenly across the wider semiconductor economy.

02

Procurement sits around the research core.

The seed has no direct procurement relationship in this view. The 185 observed buyer-to-bidder relationships appear among organizations one and two steps away. CAS occupies a research-centered position, while procurement activity emerges around the organizations connected to it. Research institutions and purchasing organizations therefore occupy different positions within the same ecosystem, with the connection between them becoming clearer as the network moves outward from the research core.

03

A small number of organizations carry most of the brokerage.

Only 45 of the 120 entities have non-zero betweenness in the combined projection. The highest values belong to the Chinese Academy of Sciences, the Institute of Microelectronics, Peking University, Nanjing University, and BOE Technology Group. A disproportionate share of efficient paths in the neighborhood pass through this small group. Betweenness identifies brokerage within the observed network; it does not by itself measure organizational capability, size, or influence.

04

Many of the main bridge organizations appear in all three layers.

Forty of the 60 first-hop entities appear in more than one relationship layer, and 22 appear in all three. The Institute of Microelectronics, Peking University, Nanjing University, Zhejiang University, Fudan University, and Xidian University combine research, procurement, and patent activity with comparatively high brokerage scores. These organizations occupy more than one institutional role at once. They appear across multiple layers while also connecting parts of the network that are less directly connected to one another.

05

The neighborhood is dense, but its bridges are less redundant.

Median clustering in the combined network is 0.84, indicating a strongly interconnected local structure. The leading brokers also tend to have lower Burt constraint and larger effective size, meaning their contacts overlap less with one another. Dense local connectivity and brokerage are not the same thing. Some organizations are deeply embedded within tightly connected communities, while others connect groups with fewer alternative paths between them. Those bridge positions can be consequential even when the organizations themselves are not the largest or most densely connected nodes in the graph.

06

The second hop is where the industrial footprint expands.

The 59 second-hop entities add buyers, bidders, patent applicants, and industrial organizations that do not connect directly to the seed. Their average PageRank and betweenness are lower in this bounded view, in part because of how the neighborhood is constructed. This is also where the network begins to move beyond CAS's immediate institutional research environment and into a wider set of industrial and technical actors.

WHAT THIS MEANS FOR THE SEMICONDUCTOR INDUSTRY

Semiconductor capability does not move through a single supply chain.

Semiconductor development in China does not appear here as a simple progression from research institute, to manufacturer, to customer. Research, procurement, and patent relationships form overlapping systems, and different organizations occupy different positions within each of them. Technical capability can therefore develop in one part of the network before becoming visible in another.

The CAS neighborhood shows this clearly. Its immediate structure is dominated by research relationships, while procurement and patent activity become more prominent further from the seed. Expertise and technical work are concentrated inside a dense institutional research environment, but the organizations surrounding that environment connect it to buyers, suppliers, patent holders, bidders, and industrial firms. The movement from research into production is therefore unlikely to be captured by following a single institutional chain.

Some of the most revealing organizations are the ones that appear across several layers. An institute may collaborate on research, share patent activity with another organization, and sit close to a procurement relationship without itself being a major buyer or supplier. Those combinations show where technical knowledge, industrial demand, and production capacity come into contact.

They also create less obvious forms of exposure.

A commercial supplier does not need a direct relationship with the Chinese Academy of Sciences, a major state laboratory, or another sensitive institution to sit inside the same industrial system. It may instead be connected through a customer, university laboratory, joint patent applicant, bidder, contractor, or second-order supplier. Examined individually, each relationship may appear routine. Reconstructed as a network, the same relationships can place a firm much closer to a research or industrial cluster than its immediate counterparty suggests.

The same applies to upstream dependency. A company may understand who it purchases from while having much less visibility into the research institutions, patent relationships, specialist suppliers, or downstream customers connected to that supplier. The relevant unit of analysis is therefore not only the firm or transaction. It is the firm's position within the wider network through which technical knowledge, demand, components, equipment, and industrial capacity circulate.

This does not mean that every indirect connection represents technology transfer, control, or material dependency. A co-authorship relationship is not evidence of procurement, and proximity in a network is not evidence that technology moved between two organizations. What the graph provides is a way to identify the pathways along which those relationships could develop and to distinguish ordinary proximity from repeated structural overlap.

The strongest cases are likely to be those that persist across layers and across time. Where the same organizations repeatedly connect research, patents, and procurement, and continue to occupy bridge positions under different network specifications, there is a stronger basis for examining how capability is being developed, commercialized, and distributed through the semiconductor ecosystem.

Conventional supplier lists capture immediate counterparties but miss much of this structure. Situating firms within the surrounding research, procurement, and patent networks makes indirect dependencies visible and shows where exposure can arise through organizations that would otherwise appear peripheral to the relationship being examined.

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