➀ Broadcom's deal with ByteDance for a custom AI accelerator chip has been canceled.
➁ The cancellation is due to tightened US semiconductor restrictions on China.
➂ Broadcom could face losses of $2B to $3B from the TikTok ban.
Recent #ByteDance news in the semiconductor industry
➀ President Trump announced on Monday that discussions are underway about acquiring TikTok from the Chinese company ByteDance.
➁ TikTok faces a critical moment where it must either be sold to a US government-verified entity or face a ban from app stores and telecommunications services in the US.
➂ Multiple companies, including Microsoft and MrBeast, are in talks to acquire TikTok.
➀ A short-term ban on TikTok and other ByteDance-owned apps has been implemented.
➁ In response, Meta has announced the launch of a new competing app called Edits.
➂ Edits is a free video editing app with various features including text insertion, captioning, audio tracks, stickers, special effects, and more.
➀ Marvel Snap is temporarily unavailable in the US due to the TikTok ban; ➁ Developed by Second Dinner and published by Nuverse, owned by ByteDance; ➂ The developer is working to resolve the issue and promises an update soon.
➀ SK hynix is rumored to deliver a significant HBM memory order to Broadcom in 2025; ➁ Broadcom is developing new AI chips for Google, Meta, and ByteDance; ➃ SK hynix will increase its HBM production capacity to meet the demand.
➀ ByteDance, the parent company of TikTok, will use Huawei's latest AI chips to train its next-generation AI model; ➁ This move is in response to the U.S. export restrictions on advanced AI chips; ➂ ByteDance has ordered over 100,000 of Huawei's Ascend 910B chips but has received only 30,000 as of July.
➀ ByteDance is developing two AI GPUs to be produced on TSMC's 5nm process node; ➁ Expected to enter mass production in 2026; ➂ The move is to reduce reliance on NVIDIA and comply with US export regulations.
➀ After two years of decline, AR/VR headset shipments grew by 10% in 2024, according to IDC.
➁ Meta leads the market with a 74.6% share, followed by Apple, Sony, ByteDance, and XREAL.
➂ Meta and XREAL are the only two among the top five companies that recorded year-over-year growth.
➀ ByteDance plans to sidestep U.S. sanctions by renting Nvidia GPUs in the cloud; ➁ The company has allocated a $7 billion budget for this initiative; ➂ ByteDance aims to invest over $20 billion in AI infrastructure.
➀ ByteDance is developing two AI GPUs with TSMC for mass production by 2026; ➁ The move aims to reduce reliance on Nvidia; ➂ ByteDance has spent over $2 billion on Nvidia GPUs.