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Moment

Alibaba Spins Out Its Chip Unit

2026年11月11日 1 分钟阅读

T-Head files for a Hong Kong main-board listing with exchange clearance already in hand.

Alibaba announced on 10 November 2026 that it plans to spin off wholly owned subsidiary T-Head for a separate listing on the Hong Kong Stock Exchange main board, and said the exchange has confirmed the spin-off is permissible. T-Head filed confidentially on 11 September 2026 and is described as a leading domestic full-stack data centre chip supplier. Separating the chip business would let the market value Alibaba’s silicon, cloud and model layers independently, an unusual degree of transparency for a Chinese cloud provider and a test case for how AI compute assets get priced.

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