Group 1: Ant Group's Investments - Ant Group has made significant investments in various chip companies, including Shanghai ReRAM startup Xinyuan Semiconductor and AI chip startup Yezhi Technology [1][2][3] - The company has also invested in several other AI chip firms such as Qingwei Intelligent, Moxing AI, Yunhe Zhinet, and MuChuang Integrated Circuit [1][15] - Ant Group's investment strategy focuses on supporting next-generation technological innovations, particularly in AI computing power and large models [14] Group 2: Yezhi Technology - Yezhi Technology, established in May 2025, specializes in edge AI computing chips, aiming to provide low-power, high-performance AI solutions for various applications [2] - Ant Group holds a 14.2857% stake in Yezhi Technology, making it the third-largest shareholder [2] Group 3: Xinyuan Semiconductor - Xinyuan Semiconductor, founded in October 2019, focuses on ReRAM storage technology and AI computing-in-memory solutions [3] - Ant Group's stake in Xinyuan Semiconductor is 1.8692% [3] Group 4: Jade Bird Display - Jade Bird Display, a MicroLED display technology company, has received significant funding, including from Ant Group's Unicorn Fund [4][5] - The company specializes in MicroLED technology and has developed products used in various AI glasses [5][6] Group 5: Qingwei Intelligent - Qingwei Intelligent, established in July 2018, is known for its reconfigurable computing chips and has a 3.9237% stake from Ant Group [7][8] - The company has produced multiple high-efficiency intelligent computing chips for various sectors [7] Group 6: Yunhe Zhinet - Yunhe Zhinet, founded in November 2020, focuses on high-end network and computing communication chip design, with Ant Group holding a 3.6765% stake [9][10] - The company has developed advanced chip products and holds numerous patents [9] Group 7: Moxing AI - Moxing AI, established in Silicon Valley in 2018, specializes in cloud and edge AI computing platforms, with Ant Group owning a 6.0976% stake [11] - The company is recognized for its sparse computing technology and has developed several high-performance AI chips [11] Group 8: MuChuang Integrated Circuit - MuChuang Integrated Circuit, founded in December 2018, focuses on reconfigurable security acceleration and intelligent network chips, with Ant Group holding an 11% stake [13] - The company collaborates with Tsinghua University for chip development and aims to provide advanced solutions in cloud and network applications [13]

Core Viewpoint - Recent changes in the shareholder structure of Xinyuan Semiconductor (Shanghai) Co., Ltd. indicate growing interest from major investors, including Ant Group and Saudi Aramco's venture fund, highlighting the company's potential in the ReRAM technology sector [1][2]. Group 1: Shareholder Changes - Ant Group has acquired a 1.87% stake in Xinyuan Semiconductor, while other investors such as Accelerator XIII Ltd. and P7 China Holdings PCC Limited have also entered as shareholders [1]. - The largest shareholder remains Shanghai Lianhe Investment with a 16.59% stake, controlled by the Shanghai State-owned Assets Supervision and Administration Commission [2]. - ByteDance has previously invested in Xinyuan Semiconductor to support the development of virtual reality headsets, with its affiliated companies holding a combined 13.17% stake [3]. Group 2: Company Overview - Xinyuan Semiconductor was established in October 2019 and focuses on the research and development of ReRAM storage technology and related chip products [1]. - The company completed the installation acceptance of its first 28/22nm ReRAM 12-inch pilot production line in the first half of 2022, achieving mass production in the industrial control sector [1]. - Xinyuan Semiconductor is currently the only company in mainland China to achieve mass production of advanced process ReRAM, possessing integrated closed-loop technology capabilities [1]. Group 3: Other Investments by Ant Group - In addition to Xinyuan Semiconductor, Ant Group has invested in Shanghai Yezhi Chip Technology Co., Ltd., acquiring a 14.29% stake, focusing on AI chip development for smart devices [3]. - Ant Group has also increased its stake in Yunhe Zhinet (Shanghai) Technology Co., Ltd. from 3.34% to 3.68%, which specializes in smart network chips and software services [3].

工商信息显示，芯片新秀企业昕原半导体（上海）有限公司发生工商变更，原股东上海联知创业投资管理中心（有限合伙）退出，新增蚂蚁集团旗 下上海云玡企业管理咨询有限公司为股东。 除蚂蚁集团外，Accelerator XIII Ltd.、P7 China Holdings PCC Limited也同时入股昕原半导体，公司注册资本由约4653.7万人民币增至 约5029.7万人民币。其中的P7 China Holdings PCC Limited，是沙特阿美风险投资(AramcoVentures)旗下的一支多元化增长基金。 创投通数据显示，昕原半导体（上海）有限公司成立于2019年，专注于ReRAM新型存储技术及相关芯片产品的研发。该公司由张可和张翔 联合创立。在成立的第二年，即获得由上海联和投资、联新资本、联升创投、昆桥资本组成的战略融资。 以下文章来源于科创板日报 ，作者黄心怡 科创板日报 . 科创圈都在关注的新型主流媒体，上海报业集团主管主办，界面财联社出品。 目前 上海联和投资为公司第一大股东，持股比例16.59% 。 其他持股股东包括：MEMRIS Asia Pacific Limited（16.55%）、 P ...

昕原半导体（上海）有限公司成立于2019年10月，法定代表人为XIANG ZHANG，现由上海联和投资有 限公司、上海昕存管理咨询合伙企业（有限合伙）及上述新增股东等共同持股。官网显示，该公司专注 于ReRAM新型存储技术及相关芯片产品的研发。 经济观察网 2025年9月2日，企查查APP显示，昕原半导体（上海）有限公司发生工商变更，原股东上 海联知创业投资管理中心（有限合伙）退出，新增蚂蚁集团旗下上海云玡企业管理咨询有限公司、 Accelerator XIII Ltd.为股东，注册资本由约4653.67万人民币增至约5029.73万人民币。 ...