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ByteDance Negosiasi Chip AI dengan Samsung Foundry

ByteDance Negosiasi Chip AI dengan Samsung Foundry

ByteDance, perusahaan induk TikTok, sedang mengembangkan chip AI khusus dan memasuki tahap negosiasi dengan Samsung untuk produksi massal. Langkah ini bertujuan mengurangi ketergantungan pada pemasok seperti Nvidia di tengah pembatasan ekspor AS ke China.

Latar Belakang Pengembangan

ByteDance aktif mengembangkan teknologi AI untuk platform seperti Douyin dan Toutiao, termasuk chatbot populer Doubao. Sebelumnya, perusahaan ini bekerja sama dengan Broadcom untuk chip AI 5nm yang diproduksi TSMC, sesuai regulasi perdagangan AS. Rumor serupa muncul sejak 2024, meski ByteDance pernah membantah kemitraan langsung dengan TSMC.

Detail Negosiasi dengan Samsung

Menurut sumber Reuters, ByteDance membahas manufaktur chip AI dengan Samsung Electronics, fokus pada proses fabrikasi canggih. Belum ada kesepakatan final, tapi ini bagian dari strategi diversifikasi rantai pasok. Samsung, sebagai pemain utama di foundry, bisa jadi alternatif TSMC untuk memenuhi kebutuhan ByteDance akan chip high-performance.

Dampak Strategis

Kolaborasi ini mendukung ambisi ByteDance di AI generatif, dengan rencana belanja modal hingga $23 miliar pada 2026. Di tengah ketegangan geopolitik, ByteDance berupaya mandiri sambil patuh regulasi AS. Langkah serupa dilakukan perusahaan China lain seperti Baidu dengan chip Kunlun 3.

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