NuAxiSemiconductor trade intelligence
DeepSeek-Huawei chip co-design could shift AI training away from Nvidia
What happened
DeepSeek is reportedly working closely with Huawei to influence the design of Huawei's future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration shows the growing ties between two of China's largest technology firms to sidestep Nvidia. This is a reported collaboration whose status is unconfirmed; the source provides no specific product models, timeline, or volume figures.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
AI chips
DeepSeekHuaweiAI chip co-designNvidia alternativesreportedly
Source and time
Source: DigiTimes Asia · 10/19/2026 · View original source
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