BABA(US:BABA) 2 1 Shi Ji Jing Ji Bao Dao·2026-01-22 11:58Core Viewpoint - Alibaba's semiconductor subsidiary T-Head is reportedly planning to go public, which has led to a significant increase in Alibaba's stock price, rising over 5% in pre-market trading [1]. Group 1: Company Developments - T-Head, established in September 2018, is Alibaba's fully-owned semiconductor business, focusing on a comprehensive product line that includes data center chips and IoT chips, achieving end-to-end design coverage [4]. - The company has made rapid advancements in chip development, with its first self-developed chip launched in September 2019, showcasing significant performance improvements over competitors [3][5]. - T-Head's AI chip, the含光800, has demonstrated exceptional performance, achieving a processing capability equivalent to 10 GPUs and significantly reducing processing time for image recognition tasks [5][6]. Group 2: Market Impact - The news of T-Head's potential IPO has been perceived positively in the market, leading to a notable increase in Alibaba's stock price, indicating investor confidence in the company's semiconductor ambitions [1]. - The successful launch of the 含光800 AI chip has positioned T-Head as a competitive player in the semiconductor industry, with plans to offer AI computing power through Alibaba Cloud, enhancing its market presence [6][7]. Group 3: Competitive Landscape - T-Head's advancements in chip technology are part of a broader trend in the semiconductor industry, where companies like Baidu are also pursuing IPOs for their AI chip divisions, indicating a growing interest in this sector [7].