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半导体芯闻·2025-09-04 10:36

Group 1 - The core viewpoint of the article is that ByteDance's chip business remains unchanged despite rumors of team restructuring and layoffs, with the company clarifying that the recent changes are related to switching Feishu tenants [2] - ByteDance has initiated at least four chip projects since 2022, including AI chips, server chips, FPGA NICs, and RISC-V projects, with the AI chip already having been taped out and the server chip focusing on video encoding and decoding [2] - The chip development strategy of ByteDance is similar to that of Tencent, which has released three chips and is actively investing in external chip companies, indicating a competitive landscape in the semiconductor industry [3] Group 2 - ByteDance's chip team began its development in the second half of 2020 and accelerated its expansion in spring 2021, reflecting a strategic commitment to in-house chip production [2] - Both ByteDance and Tencent are not only developing their own chips but are also making significant investments in external chip startups, showcasing a trend of vertical integration and collaboration within the semiconductor sector [3]