曝：字节跳动自研AI芯片，今年产10万颗！

Core Viewpoint - ByteDance is developing an AI chip, codenamed SeedChip, to secure advanced chip supply and enhance its AI capabilities [1][3][4] Group 1: Chip Development and Production - ByteDance plans to receive chip samples by the end of March and aims to produce at least 100,000 chips for AI inference tasks this year, with a target to increase production to 350,000 chips [1] - The company is negotiating with Samsung for chip manufacturing and memory chip supply, amid a global shortage of memory chips essential for AI infrastructure [1][4] Group 2: Competitive Landscape - ByteDance's chip development efforts date back to 2022, with a focus on recruiting talent for chip-related projects [3] - Competitors like Alibaba and Baidu have already made advancements in AI chip development, with Alibaba releasing the Zhenwu chip for large-scale AI workloads and Baidu planning to list its chip subsidiary Kunlun [4] Group 3: Strategic Investment - ByteDance established the Seed company in 2023 to develop AI models and promote their applications, planning to invest over 160 billion RMB (approximately 22 billion USD) in AI-related procurement this year, with more than half allocated for overseas AI chips and its own chip development [5] - ByteDance's executive Zhao Qi acknowledged that the company's AI models lag behind those of leading firms like OpenAI but committed to increasing investment in AI research and development this year [6]