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DeepSeek V4 Delay Shows Shift to China Chips, CCTV Account Says

aiai-modelingworldchinatech 2 posts · 2 accounts

DeepSeek's delayed release of its V4 model reflects a strategic shift toward China's domestic chip ecosystem, according to a social media account affiliated with state broadcaster CCTV. The account said the company chose not to rush the model's launch to compete with Western frontier systems and instead used the time to pursue a broader hardware strategy.

DeepSeek spent months re-engineering its software stack to optimize performance on Huawei's Ascend chips, moving beyond basic compatibility to deeper hardware-specific tuning, the account said. It described the release delay as a deliberate pivot rather than a development setback.

From the sources (2 posts)

@wesroth

DeepSeek's V4 model has faced a noticeable release delay, which a Chinese state-affiliated media account recently attributed to a deliberate strategic pivot rather than a development roadblock. Instead of prioritizing a rapid launch to com

@livesquawk

DeepSeek V4 Delay Shows Shift To China Chips, CCTV Account - BBG

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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