Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?
SCMP Tech / 5/4/2026
📰 NewsSignals & Early TrendsIndustry & Market Moves
Key Points
- DeepSeek’s launch of its V4 AI model is expected to prompt a reassessment of stock valuations across the AI industry supply chain, from chipmakers to large language model developers.
- Analysts suggest the new model could increase demand for computing power as adoption widens, benefiting companies positioned in infrastructure and model ecosystems.
- The V4 release is framed as a major milestone for DeepSeek, based in Hangzhou, and as an attempt to compete with U.S. rivals.
- Overall, the article emphasizes potential market winners depending on how quickly computing demand and commercial deployment accelerate after the launch.
DeepSeek’s launch of its latest artificial intelligence model could likely trigger a broad reassessment of stocks across the industry chain from chipmakers to large language model developers, analysts say, with the breakthrough poised to drive demand for computing power and more commercial adoption.
The unveiling of the V4 series marked another milestone for the Hangzhou-based start-up, which described the model as the most powerful open-source platform capable of challenging US rivals such as...
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