ByteDance’s AI Push Lifts China’s Rising Chipmakers
字节跳动AI投资带动中国新兴芯片商
ByteDance is increasing spending on AI and looking to Chinese-made chips as Nvidia faces regulatory barriers. Analysts say smaller chip companies could benefit if they can produce enough processors. These include Biren Technology, MetaX, Iluvatar CoreX, Moore Threads and Enflame. Sources said ByteDance recently bought tens of thousands of AI chips from Shanghai-based Iluvatar at a good price and is discussing possible orders with other local suppliers. As China promotes domestic semiconductors, these second-tier chipmakers hope to join the supply chains of major cloud and AI infrastructure companies.
字节跳动持续加大AI投资，并因英伟达受监管限制而更多采用国产芯片。分析师认为，如果产能足够，壁仞科技、沐曦、天数智芯、摩尔线程和燧原科技等第二梯队芯片公司都有望受益。消息称，字节跳动近期已向上海的天数智芯采购数万颗AI芯片，并正与其他国产芯片企业洽谈新订单。随着中国推动国产半导体发展，这些公司希望进入大型云计算和AI基础设施供应链。
