[To circumvent the US AI export ban, Qualcomm joined hands with ByteDance pixel level alignment compliance chip foundry] According to the monitoring of Activision Beating, ByteDance and chip giant Qualcomm have reached an agreement on the purchase and OEM of millions of customized AI specific application integrated circuit ASIC chips. The cooperation will help ByteDance transform the completed self-developed chip design into mass produced semiconductors, mainly deployed in the operation of its AI agent software "Doubao". Against the backdrop of strict geopolitical scrutiny, this procurement has adopted a pixel level alignment avoidance strategy in compliance design. Qualcomm will produce customized chips for ByteDance through foundry partners such as TSMC. As long as the computing performance indicators of the chips are strictly controlled within the legal compliance threshold, Qualcomm and its partners can safely bypass the US government's export restrictions and avoid the ban on high-end AI chips. With the rapid expansion of large model R&D and agent ecology, ByteDance is significantly increasing the capital expenditure of the data center. According to the public data of the industry, ByteDance has raised the AI infrastructure budget by 25% to 200 billion yuan (about US $29.4 billion). The purchase of millions of Qualcomm chips will help ByteDance directly alleviate the single dependence on Nvidia high-end GPUs. For Qualcomm, this huge order marks that Qualcomm has successfully entered the AI infrastructure race track from the traditional smartphone processor market. ByteDance has also become the first major customer of Qualcomm's customized ASIC chips, driving Qualcomm's share price to a record high of 8.3% in the session. Cristiano Amon, CEO of QUALCOMM, hinted at the second fiscal quarter financial report conference call in April that QUALCOMM was in deep contact with many major customers to purchase AI data center chips. The final landing of the ByteDance order confirmed the substantial breakthrough of QUALCOMM in the data center chip business. [Original link]