NuAxiSemiconductor trade intelligence

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

What happened

Chinese AI lab DeepSeek has withheld early access to its V4 flagship model from U.S. chipmakers NVIDIA and AMD, breaking from standard industry practice. This move is directly tied to escalating U.S.-China chip tensions and supply chain decoupling. Watch: This signals a potential long-term demand shift away from U.S. AI accelerators in a key market, though immediate price impact is uncertain.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

AI AcceleratorGPU

NVIDIA Corporation Advanced Micro Devices, Inc.

geopoliticsdemand-shiftsupply-chain-risk

Source and time

Source: DigiTimes Asia · 2/25/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Meta reportedly scraps advanced in-house AI chip, deepens reliance on Nvidia and AMDDigiTimes Asia · 3/1/2026
📈 While the U.S. restricts #NVIDIA chips, China’s #GPU moment may be arriving: #Cambricon swung to profit in 2025, while #MooreThreads and #MetaX ...TrendForce Official (Market Data) · 3/9/2026
🚨 Amid the AI boom, securing enough GPUs and CPUs has become increasingly difficult—and even renting them isn’t getting any easier. In China, ren...TrendForce Official (Market Data) · 4/17/2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculusDigiTimes Asia · 9/23/2026
The Super Micro AI accelerator smuggling scandal proves how cut-throat the global AI race has become — as global trade evolves, so does export control evasionTom's Hardware · 3/25/2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providersDigiTimes Asia · 7/2/2026

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings