Alibaba's Latest Chip Won't Help Overall Revenue Much -- Market Talk
Dow Jones
Yesterday
0827 GMT - Alibaba Group's latest chip is unlikely to have a major impact on the company's overall revenue, Morningstar's Chelsey Tam says in a commentary. The launch of XuanTie C950 is a positive development for China's efforts to achieve self-reliance in advanced technology, Tam says. The chip could also improve supply-chain resilience amid scarce computing power and lower overall costs. But Tam notes that Alibaba's T-Head chip business generated revenue of more than 10 billion yuan in 2025, a fraction of the company's total revenue last year. Capacity constraints also make it hard for the company to increase chip production drastically, she adds. (tracy.qu@wsj.com)
(END) Dow Jones Newswires
March 24, 2026 04:27 ET (08:27 GMT)
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