传字节跳动与三星洽谈晶圆代工合作，最快3月底取得样品

Group 1 - ByteDance is negotiating with Samsung Electronics to outsource the manufacturing of its AI chips, with plans to produce at least 100,000 chips designed for AI inference tasks this year, aiming to eventually increase production to 350,000 chips [2] - The collaboration with Samsung includes not only wafer foundry services but also securing memory chips that are in short supply globally, making the deal particularly attractive [2] - ByteDance's AI chip project, codenamed "SeedChip," is part of a broader initiative to invest in AI technology development, spanning from chip design to large language models, with expectations that this technology will transform its business portfolio [2] Group 2 - ByteDance plans to invest over 160 billion RMB (approximately 22 billion USD) in AI-related procurement this year, primarily for purchasing external AI chips and advancing its own chip development [3] - Despite not having launched its own AI chips yet, ByteDance's competitors, Alibaba and Baidu, are already ahead in self-developed AI chips, with Alibaba's Tsinghua Unigroup recently releasing a chip for cloud AI inference workloads and Baidu's Kunlun chip being sold to external clients [3]