AMD & Alibaba Group
11 shared events · Importance 4 · Last updated Jul 20, 2026
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Regulatory
AMD: AMD's chips were approved for use by a Kingsoft subsidiary, opening a new sales channel in China.
Alibaba Group: Alibaba was among the firms cleared in May to buy Nvidia chips, but deliveries are pending.
Jul 14, 2026 · 7 articles
Business
AMD: Fell up to 9% in a single session.
Alibaba Group: Rose after China approved Apple Intelligence; Qwen model integrated.
Apr 20, 2026 · 344 articles
International
AMD: AMD is adopting a low-profile corporate diplomacy strategy in China, which appears to be more effective in the current geopolitical climate, allowing it to maintain and potentially expand its market share in various segments despite U.S. export controls.
Alibaba Group: Alibaba Group purchased a significant number of AI chips from AMD last year but had to dedicate substantial engineering resources to adapt them due to AMD's weaker software ecosystem.
May 29, 2026 · 7 articles
Domestic
AMD: AMD faces potential market share loss in China as the plan aims to squeeze out foreign suppliers by relying on domestic technology for AI chips.
Alibaba Group: Alibaba Group's private spending on data centers is not included in the government's plan, but its homegrown AI chips have passed security reviews, potentially benefiting from wider adoption.
Jun 09, 2026 · 9 articles
International
AMD: AMD chips were also mentioned as being approved for export to Chinese firms.
Alibaba Group: Alibaba was among the Chinese firms approved to purchase H200 chips, though it is on the Pentagon watch list.
Jul 14, 2026 · 6 articles
Tech
AMD: AMD collaborates with Meta to optimize Muse Glimmer performance on its hardware.
Alibaba Group: Alibaba's Qwen models are competitive open-weight offerings, pressuring U.S. developers.
Jul 25, 2026 · 114 articles
International
AMD: Processors compatible with Emdoor's single-GPU workstation.
Alibaba Group: Its Qwen model is promoted as open-source AI; reportedly restricted access to ZTE — Nubia Technology's AI assistant on its platforms.
Jul 08, 2026 · 315 articles
Business
AMD: AMD produces GPUs that use HBM chips, making it an indirect beneficiary of SK Hynix's capacity expansion.
Alibaba Group: Comparison for IPO size; SK Hynix's $26.5B surpassed Alibaba's $25B.
Apr 20, 2026 · 247 articles
Business
AMD: AMD is a supplier of advanced AI processors, access to which has been restricted for Chinese firms due to US export controls.
Alibaba Group: Alibaba Group is a competitor to Tencent in the AI space with its Qwen AI model, and Tencent's investment in DeepSeek could be a move to keep pace.
Jun 03, 2026 · 23 articles
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