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Recent #Alibaba news in the semiconductor industry

electronicsweekly
4 months ago

Clipping Nvidia’s Wings

➀ China aims to capture 40% of its domestic AI chip market in 2024, led by local players like Huawei's Ascend series, Cambricon, Alibaba's Hanguang 800, and Baidu's Kunlun chips;

➁ Global competitors such as Intel, AMD, Google (Trillium TPU), AWS (Trainium), and Meta (MTIA) are advancing their own AI processors, intensifying pressure on Nvidia;

➂ Imec's proposal for reconfigurable AI processors could disrupt current development paradigms, potentially challenging the strategies of major AI chip designers.

AlibabaHuaweiNVIDIA
weixin
7 months ago

Apple Drops DeepSeek, Partners with Alibaba for AI Features on iPhone

➀ Apple has partnered with Alibaba to provide AI features for the domestic version of iPhone users, according to The Information.

➁ The two companies have jointly developed AI features for domestic use that have been submitted for review by domestic authorities.

➂ Apple tested various AI models from Chinese developers starting in2023 and initially chose Baidu as the main partner, but the cooperation was canceled due to Baidu's failure to meet Apple's standards.

AIAlibabaApple
seekingalpha
9 months ago

Alibaba: The End Of New Retail As We Know It?

1. Alibaba sells Intime, marking a shift from its New Retail initiative to focus on core e-commerce, booking a $1.3bn loss. 2. The sale indicates New Retail's failure, with Alibaba likely to dispose of more non-core assets like Sun Art and Fresh Hippo. 3. Weak Chinese consumer demand and intense competition contribute to Alibaba's strategic shift; we remain bearish on Alibaba. 4. Recommend focusing on PDD for its low-cost leadership and global growth potential, especially through its Temu platform.
Alibaba
seekingalpha
11 months ago

Alibaba: AIDC A Key Long-Term Growth Lever

1. I reiterate my buy rating for Alibaba due to its bullish momentum and completion of the 3-year regulatory rectification process. 2. Alibaba International Digital Commerce Group is a long-term growth catalyst, leveraging AI and expanding global e-commerce, driving significant revenue growth. 3. Technical analysis confirms a strong bullish trend with price targets around $119, supported by increasing trading volume and MACD indicators.
AlibabaGrowthtechnology
seekingalpha
12 months ago

Even Under Conservative Estimates, Alibaba Is A Steal (Rating Upgrade)

1. Alibaba's Q1 earnings showed mixed results with 4% revenue growth and a 27% decrease in bottom line; 2. The company's strong cash position and low debt are positives; 3. Ali Cloud is gaining market share domestically and investing heavily to compete globally; 4. AI and international expansion efforts are promising but still unprofitable; 5. Despite risks, Alibaba's strong balance sheet and potential for growth make it a strong buy.
AlibabaCloud Computingmarket analysis
tipranks
about 1 year ago

Alibaba (NYSE:BABA) Gains after Three-Year Regulatory Investigation Ends

➀ Alibaba successfully completed a three-year regulatory overhaul, ending a challenging period following an antitrust fine in 2021. ➁ The State Administration for Market Regulation (SAMR) confirmed Alibaba's compliance and stopped the 'choose one of two' practice. ➂ The conclusion of the investigation is positive for Alibaba, though it still faces challenges such as sluggish growth and intense competition in China's e-commerce sector.
AlibabaRegulatory InvestigationStock Gains
m.huxiu
about 1 year ago

AI Begins to Support Alibaba's Household

➀ Alibaba's AI investments are yielding significant returns, with most AI-driven products generating revenue upon launch. ➁ Alibaba Cloud's AI product revenue growth is triple-digit, and public cloud revenue is double-digit. ➂ AI tools at Alibaba International have over 500,000 merchant users, with daily API calls exceeding 50 million.
AIAlibabainvestment