On April 24, the much-awaited preview version of DeepSeek-V4, a new model series, was officially rolled out and made available as open source. Its standout characteristic is its seamless compatibility with China’s homegrown AI chips during the inference phase. This compatibility not only substantially cuts down on computing power and memory demands but also positions the model at the forefront of domestic Agent capabilities and global knowledge integration.

At present, models such as DeepSeek-V4 are actively being tailored to fit China’s AI computing chips. The achievement of compatibility with China’s AI chips marks a significant stride in reducing reliance on overseas chips and fostering a self-reliant ecosystem for China’s AI industry. As China’s large-scale models evolve from focusing solely on “software algorithms” to embracing “software-hardware synergy,” there is a promising surge in opportunities for domestic validation and integration within the semiconductor industry chain. This evolution is expected to expedite equipment expansion and enhance domestic substitution efforts.

According to the official website, DeepSeek-V4 boasts ultra-long context capabilities, supporting up to one million words. It leads domestically and among open-source models in terms of Agent capabilities, global knowledge, and inference performance. DeepSeek-V4-Pro, in particular, showcases world-class competitiveness across multiple core evaluations. Furthermore, the model’s full compatibility with China’s AI chips during the inference phase significantly reduces the need for computing resources and memory, thanks to architectural optimizations and customized operators.

Previously, the repeated tightening of overseas semiconductor export controls to China has underscored the urgency of localizing the supply chain, with a particular emphasis on achieving self-sufficiency in critical equipment and materials. The domestic semiconductor industry is currently experiencing rapid growth, with domestic equipment now covering the entire industry chain. This progress reflects significant technological advancements and enhanced synergy within the industry chain.