ALIBABA, TENCENT, AND BYTEDANCE DISCUSS ACQUIRING ADDITIONAL DRAM AND NAND FLASH MEMORY CHIPS FROM TWO CHINESE FIRMS - THE INFORMATION
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Should l Buy BABA?
Source: moomoo
Acquisition Talks: Alibaba is in discussions to acquire more standard memory chips, specifically DRAM and NAND flash, from two Chinese companies.
Market Implications: This move could significantly impact the semiconductor market, particularly in the memory chip sector, as Alibaba seeks to enhance its technological capabilities.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 125.480
Low
180.00
Averages
203.09
High
230.00
Current: 125.480
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investment and Risks: While Alibaba's $100 billion target is attractive, achieving it requires substantial investments in building data centers and scaling computing capacity, and the monetization of AI remains evolving, prompting investors to consider the company's long-term positioning and execution risks in the technology market.
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- Significant Profit Decline: Alibaba's net income fell by approximately two-thirds year-over-year in Q4, a drop that would typically raise alarms; however, the company is intentionally investing heavily in cloud computing and AI, accepting short-term profit pressure for long-term gains.
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See More
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- Architectural Advantage: The CPU is based on RISC-V architecture, which rivals Arm's design, allowing customers to customize chips for specific inference patterns, achieving over 30% performance improvement and lowering overall costs.
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