SemiAnalysis: Huawei and DeepSeek rely on each other for chips and models

SemiAnalysis examined the mutual reliance between Huawei and DeepSeek: Huawei supplies Ascend 950PR compute hardware while DeepSeek contributes model workloads and kernel optimization. The report also covers DSv4.1 Flash, Ascend support, AICPU and Tilelang Ascend.

• Huawei provides Ascend 950PR chips; DeepSeek contributes model workloads and kernel optimization
• Report includes Ascend 950PR microbenchmarks and a DSv4.1 Flash analysis
• Covers Ascend support, AICPU and Tilelang Ascend