The Huawei-DeepSeek Symbiosis

What happened: DeepSeek released Ascend support for TileLang, DeepGEMM, DeepEP, TileKernels, FlashMLA, and DeepSelect before China's national day holidays. Huawei supplies hardware and its native software stack while DeepSeek supplies the workloads and engineering. Key numbers: Release dated September 30. Why it matters: SemiAnalysis expects DeepSeek to likely use Huawei's stack primarily by 2027 or 2028, citing external and internal pressure to build a fully domestic Chinese ecosystem and a Huawei ecosystem it describes as already mature. Coverage: 3 outlets in 24h

DeepSeek released Ascend support for TileLang, DeepGEMM, DeepEP, TileKernels, FlashMLA, and DeepSelect before China's national day holidays. Huawei supplies hardware and its native software stack while DeepSeek supplies the workloads and engineering.

SemiAnalysis expects DeepSeek to likely use Huawei's stack primarily by 2027 or 2028, citing external and internal pressure to build a fully domestic Chinese ecosystem and a Huawei ecosystem it describes as already mature.