🚨ByteDance Chip Mass Production Lands – The Real Signal Is Not 'Concept Taking Off', But Giants Starting to Seize Computing Power Sovereignty

If you still view ByteDance's chip moves as 'theme stimulation', you might be underestimating the direction.

When a company that started as a content platform continuously doubles down on AI models, video generation, and computing power infrastructure, with the final landing point being chips, this is not cross-border expansion; this is closing the loop.

There's only one core judgment:

Traffic giants are moving down the computing power stack.

This is not chasing trends.

It's avoiding being strangled by computing power constraints.

From Douyin, to Doubao, to Seedance 2.0 AI video, ByteDance's rhythm has always been clear –

Behind every product explosion is an exponential increase in computing power consumption.

When model scale expands, inference call frequency increases, and video generation becomes real-time, the cost structure spirals out of control.

At this point, there are only two paths:

Continue relying on external chip supply.

Or, get in the game yourself.

ByteDance chose the latter.

Multiple chips entering mass production essentially builds 'computing power autonomy'.

When traffic, models, and applications are all in your own hands, but the underlying computing power is controlled by others, that structure is incomplete.

So this step is almost inevitable.

Many will ask – will the chip/semiconductor concept fly after the holiday?

But what's more worth pondering is:

When internet giants start developing their own chips, what changes will happen to the entire industry chain?

First, computing power demand won't decrease; it will only stratify.

Second, the strategic importance of foundries and advanced processes will be further strengthened.

Third, the boundary between application companies and chip companies will blur.

The phrase 'whoever controls the chips controls the world' might be exaggerated, but the direction is correct.

In the AI era:

Electricity determines the ceiling.

Computing power determines efficiency.

Chips determine sovereignty.

When giants start treating chips as 'strategic assets' rather than 'procurement items', it means the rules of the game have changed.

The question isn't whether it will rise after the holiday.

But rather:

When application companies start possessing underlying capabilities, are you still looking at them with a 'platform company' valuation framework?

This wave of change might be deeper than a single concept-driven market move.