[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-5-reasons-bytedance-is-building-custom-cpus-zh":3,"article-related-5-reasons-bytedance-is-building-custom-cpus-zh":35,"series-industry-199d13a8-e0cb-4dda-b08b-aa53f1dddd4f":79},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":27,"views":31,"created_at":32,"published_at":33,"topic_cluster_id":34},"199d13a8-e0cb-4dda-b08b-aa53f1dddd4f","5-reasons-bytedance-is-building-custom-cpus-zh","5 個 ByteDance 自製 CPU 理由","\u003Cp data-speakable=\"summary\">ByteDance 正在自研\u003Ca href=\"\u002Ftag\u002F資料中心\">資料中心\u003C\u002Fa> CPU，目的是壓低 \u003Ca href=\"\u002Ftag\u002Fai-\">AI 基礎設施\u003C\u002Fa>成本並降低供應風險。\u003C\u002Fp>\u003Cp>讀完這 5 項，你可以判斷 ByteDance 為\u003Ca href=\"\u002Fnews\u002Fwhy-robinhood-ai-trading-gamble-wrong-retail-investors-zh\">什麼\u003C\u002Fa>不再只買 Intel 和 AMD 的伺服器晶片，而是同時押注 Arm 與 \u003Ca href=\"\u002Ftag\u002Frisc-v\">RISC-V\u003C\u002Fa>。這不只是技術選擇，也是在 AI 預算快速膨脹下，重新分配成本、控制與供應鏈風險。\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>項目\u003C\u002Fth>\u003Cth>架構\u003C\u002Fth>\u003Cth>關鍵規格\u003C\u002Fth>\u003Cth>意義\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>ByteDance Arm 路線\u003C\u002Ftd>\u003Ctd>Arm\u003C\u002Ftd>\u003Ctd>已在雲端伺服器廣泛部署\u003C\u002Ftd>\u003Ctd>較成熟的量產路徑\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>ByteDance RISC-V 路線\u003C\u002Ftd>\u003Ctd>RISC-V\u003C\u002Ftd>\u003Ctd>開源 ISA，授權成本較低\u003C\u002Ftd>\u003Ctd>降低 IP 與政策暴露\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Intel 伺服器 CPU\u003C\u002Ftd>\u003Ctd>x86\u003C\u002Ftd>\u003Ctd>近幾季價格上漲 10% 至 35%\u003C\u002Ftd>\u003Ctd>推高採購成本\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>AMD 伺服器 CPU\u003C\u002Ftd>\u003Ctd>x86\u003C\u002Ftd>\u003Ctd>近幾季價格上漲 10% 至 35%\u003C\u002Ftd>\u003Ctd>推高採購成本\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>1. 晶片價格上漲，直接壓縮預算\u003C\u002Fh2>\u003Cp>ByteDance 不是把自研晶片當成附加專案，而是回應一個已經變貴的採購現實。AI 基礎設施支出持續攀升時，外購 CPU 的單價上升會立刻反映在整體成本上。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780164173901-tzr1.png\" alt=\"5 個 ByteDance 自製 CPU 理由\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>Reuters 引述的報導指出，Intel 和 AMD 的資料中心級處理器在連續幾季內調漲 10% 到 35%。若再加上 ByteDance 2026 年 AI 基礎設施預算據報已增至約 2000 億人民幣，價格波動就不再只是供應商新聞，而是公司級財務問題。\u003C\u002Fp>\u003Cul>\u003Cli>據報 2026 AI 基礎設施預算：約 2000 億人民幣\u003C\u002Fli>\u003Cli>據報預算年增幅：25%\u003C\u002Fli>\u003Cli>資料中心 CPU 漲幅：10% 至 35%\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>2. Arm 提供較成熟的伺服器路線\u003C\u002Fh2>\u003Cp>ByteDance 的其中一條設計路線選擇 Arm，原因很直接：如果目標是把 CPU 送進資料中心，Arm 比較像一條已經被驗證過的路。它不需要重新建立整個軟體生態，部署風險也較低。\u003C\u002Fp>\u003Cp>Amazon 的 Graviton、\u003Ca href=\"\u002Ftag\u002Fmicrosoft\">Microsoft\u003C\u002Fa> 的 Cobalt、\u003Ca href=\"\u002Ftag\u002Fgoogle\">Google\u003C\u002Fa> 的 Axion 都證明 Arm 可以在大型雲端環境中運作。對 ByteDance 來說，這代表 Arm 比較\u003Ca href=\"\u002Fnews\u002F5-layer-2-networks-for-real-estate-tokenization-zh\">適合\u003C\u002Fa>先做出能落地的伺服器 CPU，再談更進一步的差異化。\u003C\u002Fp>\u003Cul>\u003Cli>已被多家雲端巨頭用於伺服器\u003C\u002Fli>\u003Cli>軟體與生態風險較低\u003C\u002Fli>\u003Cli>適合一般用途的資料中心運算\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>3. RISC-V 帶來更高控制度\u003C\u002Fh2>\u003Cp>另一條路線是 RISC-V，這是一種源自 Berkeley 的開源指令集架構。ByteDance 看重的不只是技術彈性，還包括授權、採購與地緣風險的可控性。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780164168221-n00e.png\" alt=\"5 個 ByteDance 自製 CPU 理由\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>RISC-V 在伺服器規模上還不如 Arm 成熟，但在中國越來越受重視，因為它能減少對外國 IP 持有者的依賴，也更符合晶片自主化的政策方向。\u003C\u002Fp>\u003Cul>\u003Cli>開源 ISA，授權負擔較低\u003C\u002Fli>\u003Cli>降低對外國 IP 的依賴\u003C\u002Fli>\u003Cli>更符合中國的自主供應鏈需求\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>4. 出口管制讓外購晶片更不穩定\u003C\u002Fh2>\u003Cp>ByteDance 面對的是一個更難預測的政策環境。美國出口管制持續收緊，讓中國企業在可取得的高階晶片與相關技術上，承受更大不確定性。\u003C\u002Fp>\u003Cp>此外，據報中國國家發改委也要求企業在未獲批准前，避免在融資中使用美國來源資本。這不只影響資金結構，也會把硬體策略一起往「少依賴外部」的方向推。\u003C\u002Fp>\u003Ccode>設計風險 + 供應風險 + 政策風險 = 自研 CPU 的理由更強\u003C\u002Fcode>\u003Ch2>5. CPU 只是更大晶片戰略的一部分\u003C\u002Fh2>\u003Cp>ByteDance 並不是只做 CPU。它最近還與 Qualcomm 達成協議，供應數百萬顆用於 AI 資料中心推論的 ASIC，同時也讓 Qualcomm 協助推進自家 ASIC 設計走\u003Ca href=\"\u002Fnews\u002F5-turboquant-zh\">向量\u003C\u002Fa>產。\u003C\u002Fp>\u003Cp>這代表 ByteDance 正在按工作負載拆分晶片策略：ASIC 負責推論，CPU 負責通用伺服器運算。換句話說，它不是在找單一供應商替代品，而是在打造更完整的 AI 硬體堆疊。\u003C\u002Fp>\u003Cul>\u003Cli>Qualcomm 協議涵蓋數百萬顆 ASIC\u003C\u002Fli>\u003Cli>ASIC 主要對應 AI 推論\u003C\u002Fli>\u003Cli>自研 CPU 對應資料中心通用運算\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>怎麼挑\u003C\u002Fh2>\u003Cp>如果你關心的是短期落地，Arm 是較穩的選擇，因為它已有成熟的伺服器案例。如果你更在意控制權與供應鏈自主，RISC-V 雖然還沒那麼成熟，但戰略價值更高。\u003C\u002Fp>\u003Cp>對 ByteDance 來說，答案不是二選一，而是兩條路都走。當 x86 價格上升、出口管制收緊、AI 預算又快速放大時，多元化已經從加分題變成必答題。\u003C\u002Fp>","5 個原因看 ByteDance 為何自研資料中心 CPU：價格上漲、Arm 與 RISC-V 路線、出口管制與供應風險。","thenextweb.com","https:\u002F\u002Fthenextweb.com\u002Fnews\u002Fbytedance-custom-cpu-arm-riscv-ai-rollout",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1780164173901-tzr1.png","industry","zh","e1ee9b72-a612-413d-967b-b25a75678601",[17,18,19,20,21,22,23,24,25,26],"ByteDance","自研 CPU","資料中心","AI 基礎設施","Arm","RISC-V","Intel","AMD","出口管制","ASIC",[28,29,30],"ByteDance 自研 CPU 的核心動機是降低 AI 基礎設施成本。","Arm 偏向成熟可落地，RISC-V 偏向控制與自主性。","價格上漲與出口管制一起推動 ByteDance 走向晶片多元化。",13,"2026-05-30T18:02:24.260413+00:00","2026-05-30T18:02:24.251+00:00","caa87b65-9bbc-46fe-bba8-4f4158dd2d8b",{"tags":36,"relatedLang":38,"relatedPosts":42},[37],{"name":19,"slug":19},{"id":15,"slug":39,"title":40,"language":41},"5-reasons-bytedance-is-building-custom-cpus-en","5 reasons ByteDance is building custom CPUs","en",[43,49,55,61,67,73],{"id":44,"slug":45,"title":46,"cover_image":47,"image_url":47,"created_at":48,"category":13},"0ce05711-0dd4-42b8-b1a3-416fc11ba2f3","openai-should-pay-more-for-bio-jailbreaks-not-less-zh","OpenAI 應該為生物越獄支付更多，而不是更少","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784356377941-7f9e.png","2026-07-18T06:32:31.134944+00:00",{"id":50,"slug":51,"title":52,"cover_image":53,"image_url":53,"created_at":54,"category":13},"8537073f-636b-4239-a9da-21a810b0b183","cloudflare-q2-2026-earnings-call-aug-6-zh","Cloudflare 8 月 6 日公布 Q2 財報","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784316763172-r53n.png","2026-07-17T19:32:19.88221+00:00",{"id":56,"slug":57,"title":58,"cover_image":59,"image_url":59,"created_at":60,"category":13},"162746e5-dee2-4462-9d1a-af595e8c4a39","ai-needs-targeted-regulation-not-fda-models-zh","AI 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GPT-5.6","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784280770370-tyzs.png","2026-07-17T09:32:24.51541+00:00",{"id":74,"slug":75,"title":76,"cover_image":77,"image_url":77,"created_at":78,"category":13},"0e95de78-ccfb-4a1b-9349-85a65ff8ac4b","hidden-partner-code-is-not-due-diligence-qualcomm-scare-prov-zh","隱藏程式碼不是盡職調查，Qualcomm 風波正好證明這點","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1784275374622-pymw.png","2026-07-17T08:02:27.059561+00:00",[80,85,90,95,100,105,110,115,120,125],{"id":81,"slug":82,"title":83,"created_at":84},"ee073da7-28b3-4752-a319-5a501459fb87","ai-in-2026-what-actually-matters-now-zh","2026 AI 真正重要的事","2026-03-26T07:09:12.008134+00:00",{"id":86,"slug":87,"title":88,"created_at":89},"83bd1795-8548-44c9-9a7e-de50a0923f71","trump-ai-framework-power-speech-state-preemption-zh","川普 AI 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3…","2026-03-26T07:30:12.825269+00:00",{"id":116,"slug":117,"title":118,"created_at":119},"e660d801-2421-4529-8fa9-86b82b066990","metas-llama-4-benchmark-scandal-gets-worse-zh","Meta Llama 4 分數風波又擴大","2026-03-26T07:34:21.156421+00:00",{"id":121,"slug":122,"title":123,"created_at":124},"183f9e7c-e143-40bb-a6d5-67ba84a3a8bc","accenture-mistral-ai-sovereign-enterprise-deal-zh","Accenture 攜手 Mistral AI 賣主權 AI","2026-03-26T07:38:14.818906+00:00",{"id":126,"slug":127,"title":128,"created_at":129},"191d9b1b-768a-478c-978c-dd7431a38149","mistral-ai-faces-its-hardest-year-yet-zh","Mistral AI 迎來最硬的一年","2026-03-26T07:40:23.716374+00:00"]