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Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.

Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report Namrata Sen Tue, June 16, 2026 at 12:31 PM PDT 6 min read 9903.HK -1.89% 0700.HK -0.45% NVDA -2.37% 688256.SS +1.00% Trade NVIDIA on Coinbase Trading disclosure Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. ByteDance, the parent company of

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TikTok owner Bytedance reportedly developing its own custom CPUs in a bid to reduce costs and dependence from US chipmakers

Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.

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By Merin Rebecca Thomas Published 05/26/26 AT 5:55 PM EDT Share on Facebook Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket ByteDance plans to purchase millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software and broader artificial intelligence operations. AFP Qualcomm has secured a deal to supply artificial intelligence ch

May 26 (Reuters) – Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with the matter. Shares of ​the smartphone chip designer rose nearly 5%. ByteDance is set to ‌procure millions of Qualcomm chips known as application-specific integrated circuits to help support the social media company’s AI agent

Luke Kawa 23M Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance QualcommQCOM $250.06 (5.00%) is spiking after a Bloomberg report that the chip company is poised to sell “millions” of AI chips to TikTok owner ByteDance. The report, citing people familiar with the matter, said these custom processors would be used to “support the social media company’s

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