China AI chip demand rises after DeepSeek V4 launch
Updated
Updated · South China Morning Post · May 3
China AI chip demand rises after DeepSeek V4 launch
15 articles · Updated · South China Morning Post · May 3
Analysts say the mainland market could grow from 142.5 billion yuan in 2024 to 1.34 trillion yuan by 2029, a 54% annual rate.
Potential beneficiaries include Cambricon, Moore Threads, Hygon, MetaX, SMIC and Hua Hong, as demand grows for high-performance domestic chips and computing power.
The launch may also cut AI integration costs and widen commercial adoption, supporting model developers including MiniMax and Zhipu as AI use spreads in daily life.
What hidden risks or bottlenecks could threaten China’s rapid AI chip progress despite soaring forecasts and open-source model momentum?
Could DeepSeek V4 and Huawei's new chips trigger a global split in AI computing, challenging Nvidia’s dominance and reshaping the industry’s future?
How might China’s aggressive open-source and cost-cutting AI strategy impact global tech competition and the effectiveness of US export controls?