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South China Morning Post
China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?
The release of DeepSeek's large language model, V4, has prompted a swift adoption among Chinese chipmakers, including major players like Huawei and Cambricon. As the global semiconductor landscape faces geopolitical challenges, these companies are racing to deploy this new model on their hardware platforms. Notably, Huawei's Ascend 950PR chip has been optimized to leverage V4’s capabilities, significantly enhancing performance metrics compared to competitors. With substantial production plans, the deep integration of this AI technology signifies a pivotal moment in China's efforts to advance its semiconductor industry.
MonitorConfidence: HighMid term horizon
Published 6 May 2026, 13:28 UTC1 min read
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Summary
TL;DR
- DeepSeek's V4 model sees rapid integration among chipmakers.
- Huawei's Ascend 950PR chip shows significant performance improvements.
- Chinese firms position themselves in a competitive global market.
- Major internet companies have ordered large quantities of new processors.
- Deployment costs are much lower compared to GPT-based models.
Interesting facts
- Huawei plans to produce around 750,000 Ascend 950PR chips by 2026.
- The V4 model outperforms Nvidia's counterparts in specific tasks.
- Deployment costs for the V4 model are reported to be significantly reduced.