Reuters: DeepSeek Eyes Custom AI Inference Chips
aigclink · x · 2026-07-08
According to Reuters sources, DeepSeek is in talks with foundries, memory companies, and chip designers to develop its own chips tailored for AI inference rather than training. Analysts suggest DeepSeek's robust infrastructure and chip-level expertise give it a unique edge, making custom silicon a highly strategic move.
The author also analyzes the evolution of the domestic LLM ecosystem: starting in 2026, as models like GLM4.5 and MiniMax2.5 achieve massive scale usage, Chinese developers will accumulate high-quality real user data, initiating a positive data flywheel. Once this flywheel solidifies, relying solely on model iterations will be insufficient to stay competitive, making DeepSeek's pivot to the chip sector a profound long-term strategy.
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