Baidu
Baidu is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in China. Its key suppliers include SMIC, TSMC, Hua Hong Semiconductor.
Chinese AI and cloud leader; designs Kunlun AI accelerators.
- Ticker
- NASDAQ: BIDU
- Headquarters
- China
- Revenue
- $18.5B (FY2025) · +1.2% YoY
- Net income
- $799M
- Operating margin
- -4.5%
- Market position
- major
- Value-chain segment
- AI Labs / Model Builders, Custom Silicon Designers
- Key products
- Baidu AI Cloud (Baidu Intelligent Cloud), ERNIE Bot / Wenxin AI models, Kunlun AI accelerator chips (Kunlun 3), Apollo autonomous driving platform, Baidu Maps and search
About Baidu
Baidu, headquartered in China, operates in the AI Labs / Model Builders and Custom Silicon Designers segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Baidu AI Cloud (Baidu Intelligent Cloud), ERNIE Bot / Wenxin AI models, Kunlun AI accelerator chips (Kunlun 3), Apollo autonomous driving platform, Baidu Maps and search. wafergraph maps 7 tracked suppliers for Baidu across the value chain.
Key products
- Baidu AI Cloud (Baidu Intelligent Cloud)
- ERNIE Bot / Wenxin AI models
- Kunlun AI accelerator chips (Kunlun 3)
- Apollo autonomous driving platform
- Baidu Maps and search