# DeepSeek

Type: Company

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/deepseek-company
Canonical HTML page: https://getsupplybrief.com/entity/deepseek-company

## Timeline

- **2026-07-07**: Report: DeepSeek developing own inference chip — Multiple sources report that DeepSeek is designing an in‑house AI inference chip to gain hardware independence from Nvidia and Huawei.
- **2026-06**: OpenAI unveils Jalapeno inference chip — OpenAI announces its first custom inference chip, developed with Broadcom, entering the custom silicon race.
- **2026-04**: DeepSeek V4 optimized for Huawei Ascend chips — DeepSeek introduces its V4 AI model optimized for Huawei's Ascend hardware; Huawei confirms Ascend chips also used to train V4-Flash.

## Recent coverage (2 stories)

### DeepSeek’s Chip Push Targets 50% Huawei-Dominated $50B AI Market
2026-07-08 03:26:17 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

DeepSeek’s development of an inference chip marks a strategic shift with profound implications for semiconductor procurement and supply chain resilience. By reducing reliance on Nvidia and Huawei, the startup is quietly building a partner network spanning design, foundry, and memory — reshaping China’s $50B AI chip landscape.
Full story: https://getsupplybrief.com/story/deepseek-ai-chip-supply-chain

### DeepSeek's Custom Chip Pivot Could Reshape AI Hardware Supply Chains
2026-07-08 00:46:50 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

DeepSeek's development of in-house AI inference chips signals a potential shift in semiconductor procurement, reducing reliance on Nvidia and Huawei while aligning with China's domestic chip push amid US export restrictions.
Full story: https://getsupplybrief.com/story/deepseek-custom-chip-supply-chain-impact

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