Semiconductor News & Analysis Feed

Baidu is building a complete AI stack from chips to large models and cloud infrastructure, aiming for true vertical integration in artificial intelligence. This move comes amid evolving U.S.-China tech tensions and a gradual relaxation of export restrictions on advanced chips. While the U.S. still t

Recent reports indicate that ByteDance is in talks with domestic AI chipmakers Iluvatar CoreX and Baidu to acquire chips, reflecting a growing trend among Chinese tech firms to seek alternatives to foreign AI processors amid U.S. export restrictions. Iluvatar CoreX is expected to deliver at least 50

Recent reports highlighting NVIDIA's challenges in the Chinese market have drawn significant industry attention. Media coverage indicates that ByteDance is considering sourcing AI chips from Iluvatar CoreX and Baidu, suggesting Chinese tech giants are seeking alternatives to reduce reliance on NVIDI