ByteDance has invested in two semiconductor companies: one for core manufacturing, the other for Yuan Universe

Byte has invested in two more companies on the way to “core”

ByteDance’s various chip investments seem to be in different fields, but they are inextricably linked.

Recently, ByteDance has successively invested in two semiconductor companies-Yunmai Xinlian and Guangzhou Semiconductor. On the surface, they are all investments in the semiconductor field, but the corresponding track layout is quite different.

Since the response in March of this year that there was a core manufacturing plan, Byte has taken some actions in the semiconductor field. This investment in Yunmaixinlian, which focuses on data center network chips and cloud network solutions, is closely related to byte’s self-developed chip business.

The optical waveguide (diffractive optical chip) of Guangzhou Semiconductor, which is applied in AR related fields, points to another ecological layout of byte-meta universe.

Cast a chip in the meta universe

From ByteDance’s acquisition of Pico at 9 billion yuan, ByteDance’s ambition for Meta Universe is obvious. Although the outside world’s evaluation of this tuyere field is polarized, a series of actions by Byte has secured this field.

Content, equipment, and platform are indispensable for the layout of the meta-universe ecology. Among them, the performance of hardware equipment determines the user experience to a large extent.

Guangzhou Semiconductor is committed to the development and manufacturing of optical waveguides (diffractive optical chips), light engines (micro-projection modules), and optical modules, which are key technologies of AR. AR (Augmented Reality) is a virtual information with the real world in a clever fusion together , which for the optical design of the actual situation interaction has placed enormous demands. The waveguide solution of the light boat is a more mature kind of optical design, and its smaller size is easier to apply to AR glasses.

But strictly speaking, Guangzhou Semiconductor cannot be called the first layout of ByteDance in the meta-universe. This is because Byte’s investment in the RISC-V framework can be applied not only in the server field, but also from the edge. Auxiliary meta-universe ecology.

今年1月,字节跳动投资了致力于研发以RISC-V指令集架构为基础的人工智能领域专用架构处理器希姆计算;9月又投资了专注于ORV RISC-V处理器和Pygmy AI芯片产品研发制造的睿思芯科。

RISC-V处理器凭借其开源的特点成为准国产芯片处理器,基于此的框架设计有利于中国企业打破美国技术垄断。而除了在服务器领域可与Arm和X86交锋以外,RISC-V架构设计在边缘侧场景中也具备长足的发展潜力,这其中就包括VR/AR领域中的可穿戴设备。

由此来看,字节跳动的各类芯片投资看似领域不同,但又有着千丝万缕的联系。未来芯片版图如果继续扩张,对于彼此领域的良性互动可能会更加明显。

也来做个芯片的字节跳动

相比于其他互联网大厂声势浩大的造芯工程,字节跳动在芯片领域的水花并不大,甚至在爆出造芯的传闻后,才低调回应称:是在组建相关团队,在AI芯片领域做一些探索。

字节跳动探索AI芯片的目的很简单,AI芯片可以和业务深度融合,通过特定化的设计满足差异化的需求。而通过投资相关芯片公司,达到整合资源的效果,也是企业布局芯片的方式之一。

今年2月,字节投资了主流GPU芯片的设计新秀摩尔线程,6月投资了AIOT一站式半导体制造解决方案商润和科技;又在10月继GPU之后,投资了深耕DPU的云脉芯联。DPU是数据中心的“上位”选手,和CPU、GPU相比更加高效也更适合深度学习。

另一方面,根据字节在官网上发布的职位显示,在招的职位包括芯片应用(ARM软硬件优化)。倘若字节对于Arm服务器芯片的研发成功,就可以减少对于第三方的依赖,从而降低业务成本。

这样的芯片布局,目前其他互联网企业也都有十分相似的战略,如百度的昆仑以及腾讯今年成立不久的燧原智能。

Nowadays, hundreds of billions of bytes are beating, and if you want to find new growth points and then develop your ambitions, chip self-research is an important direction. The reason can be explained by a sentence Zhang Yiming said in 2016: “The stronger the company, the more it must go to the bottom and the infrastructure of the entire society.”

Posted by:CoinYuppie,Reprinted with attribution to:https://coinyuppie.com/bytedance-has-invested-in-two-semiconductor-companies-one-for-core-manufacturing-the-other-for-yuan-universe/
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