Baidu
Baidu is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in 北京, CN. Its key suppliers include SMIC, TSMC, Hua Hong Semiconductor.
Chinese AI and cloud leader; designs Kunlun AI accelerators.
- Ticker
- NASDAQ: BIDU
- Headquarters
- 北京, CN
- 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.
Role in the chain
Baidu is a market major in AI & Data Center (AI Labs / Model Builders), headquartered in China. Chinese AI and cloud leader; designs Kunlun AI accelerators.
Diligence questions
- The dataset records 7 tracked suppliers for Baidu. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 3 of Baidu's tracked suppliers are a monopoly or leader (including CoreWeave, NVIDIA, TSMC). Which of those are actually single-source for the process step you care about?
- Baidu is headquartered in China. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Baidu trades as NASDAQ:BIDU. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
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
Suppliers
More AI & Data Center companies
Compare with
Apple · Alphabet (Google) · Microsoft · Amazon (Annapurna Labs) · Broadcom · Meta Platforms
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Baidu — supply chain, financials & market position”, https://wafergraph.com/company/baidu (data as of 2026-09-05).
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