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3 China AI Chip Stocks Screening Cheap After Samsung Mistral Investment Talks

Simply Wall St · 3d ago

Artificial intelligence is not just about algorithms; it depends on the chips, hardware and services that power and train those models. With Samsung in talks to invest around €1b in French AI start-up Mistral, and the round reportedly valuing Mistral at about €20b, attention is turning to listed companies that could be exposed to this kind of AI demand and the tighter AI chip supply chain. Below, you will see 3 stocks from our AI and Semiconductor Stocks screener that could be positively affected by this news and may warrant a closer look.

Smartsens Technology (Shanghai) (SHSE:688213)

Overview: Smartsens Technology (Shanghai) focuses on designing and selling CMOS image sensor chips that sit at the heart of security cameras, cars, smartphones, PCs and industrial systems, including AI and metaverse applications. Its product range covers everything from legacy and advanced imaging to automotive grade and Internet of Things sensors used in AI hardware and vision driven computing.

Operations: Smartsens Technology (Shanghai) currently generates all reported revenue of about CN¥9.4b from semiconductor integrated circuit chips.

Market Cap: CN¥38.6b

Smartsens Technology (Shanghai) provides exposure to the AI hardware build out through its image sensors, which are used in areas like security, automotive ADAS and industrial automation that are all seeing increased computing intensity. In a world where partnerships such as Samsung’s talks with Mistral highlight how critical chip suppliers are becoming, Smartsens combines high quality earnings, double digit net margins and strong recent earnings momentum with a P/E that sits below many semiconductor peers. At the same time, investors need to weigh funding risk from a balance sheet that relies on external borrowing and rising executive pay that already runs ahead of the local market. The full picture on growth, valuation and risk is more nuanced than the headline numbers suggest.

Smartsens Technology (Shanghai) appears to be an AI hardware story, where strong earnings quality and a P/E below peers might be masking a more significant twist. Get the full analysis report for Smartsens Technology (Shanghai) before that balance sheet risk and pay profile shift the narrative.

SHSE:688213 P/E Ratio as at Jul 2026
SHSE:688213 P/E Ratio as at Jul 2026

Amlogic (Shanghai)Ltd (SHSE:688099)

Overview: Amlogic (Shanghai)Ltd is a fabless semiconductor designer that develops system on a chip and related connectivity chips used in smart TVs, smart home devices, AIoT hardware, vehicles and other connected electronics across consumer, commercial and industrial settings.

Operations: Amlogic (Shanghai)Ltd currently generates about CN¥7.2b in revenue from the R&D, production and sales of semiconductor integrated circuit chips.

Market Cap: CN¥37.2b

Amlogic (Shanghai)Ltd provides direct exposure to China’s AI infrastructure build out, as its multimedia and AIoT chips are found in connected devices that may benefit when companies like Samsung deepen ties with AI developers such as Mistral and hardware demand broadens beyond data centers. Analysts expect solid revenue and earnings growth, yet the stock trades on a P/E that is well below the wider semiconductor industry, even though recent results show softer margins, high non cash earnings and funding that leans on external borrowing. For investors evaluating whether this mix of AI exposure, growth forecasts and financial characteristics points to opportunity or vulnerability, the next layer of detail is important.

Amlogic (Shanghai)Ltd’s AIoT story, solid growth expectations and a P/E well below many semiconductor peers suggest the market might be missing something. Unpack the full risk reward setup in the analyst forecasts for Amlogic (Shanghai)Ltd to see what could change that view next.

SHSE:688099 P/E Ratio as at Jul 2026
SHSE:688099 P/E Ratio as at Jul 2026

Espressif Systems (Shanghai) (SHSE:688018)

Overview: Espressif Systems (Shanghai) is a fabless semiconductor company that designs low power Wi Fi and Bluetooth system on chips, modules and development boards used to connect everyday devices such as smart home products, audio gear and industrial equipment. It also supplies software, SDKs and cloud support so customers can build and manage connected and AI enabled devices more easily.

Operations: Espressif Systems (Shanghai) currently generates around CN¥2.7b in revenue from semiconductors.

Market Cap: CN¥24.6b

Espressif Systems (Shanghai) sits at the intersection of AI and connectivity, supplying low power wireless chips and software that can help move AI models out of data centers and into everyday devices. This theme gains importance as groups such as Samsung and Mistral look to widen AI deployment. The stock trades on a P/E below the semiconductor industry average. Analysts expect double digit earnings and revenue growth, supported by a net margin above 20%. At the same time, funding that relies fully on external borrowing and executive pay above peers raise questions about how future returns will be shared. With buybacks in progress and a first half 2026 result due soon, the next updates could be important for the story.

Espressif Systems (Shanghai) appears to be an AI connectivity story, with a P/E below industry, strong margins and buybacks that could be masking a bigger setup. Read the analyst forecasts for Espressif Systems (Shanghai) before that balance sheet reliance on borrowing really starts to matter.

SHSE:688018 P/E Ratio as at Jul 2026
SHSE:688018 P/E Ratio as at Jul 2026

The three stocks highlighted here are just a starting point, and the full Artificial Intelligence (AI) and Semiconductor Stocks screener surfaces 25 more companies with equally compelling AI and semiconductor narratives that may not yet be on your radar. Use Simply Wall St to identify, analyze and filter for the specific catalysts, earnings quality and AI related stories that fit your highest conviction ideas across this wider group.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.