ByteDance Partners with Samsung to Develop AI Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy NVDA?
Source: stocktwits
- AI Chip Collaboration: ByteDance is partnering with Samsung Electronics to produce 100,000 AI chips in 2024, with plans to ramp up annual production to 350,000 units, significantly enhancing ByteDance's competitiveness in the AI sector while putting pressure on Nvidia's business in China.
- Increased Market Challenges: As ByteDance and other Chinese tech firms accelerate their efforts to develop AI chips domestically, Nvidia faces greater challenges, particularly with its H200 chip sales still awaiting government approval, which could impact its market share in China.
- Technological Progress and Strategic Positioning: ByteDance has been hiring chip-related staff since 2022 and has engaged U.S. chipmaker Broadcom for chip design, indicating a long-term strategic positioning in the high-end semiconductor field aimed at reducing reliance on external suppliers.
- Intensified Industry Competition: The SeedChip project positions ByteDance to compete with rivals like Alibaba and Baidu, which have already launched their own AI chips in the market, further intensifying competition within the industry.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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