DeepSeek’s release of its V4 AI model breakthrough could boost stock prices for Chinese chipmakers and AI model developers as computing power demand grows and AI adoption expands across sectors [1]. Companies such as Cambricon Technologies and Moore Threads Technology stand to benefit from increased need for high-performance AI chips made in mainland China [1].
The launch is expected to lower AI integration costs in daily life and broaden commercial use cases, potentially benefiting AI firms including MiniMax and Zhipu [1]. Other likely beneficiaries are chipmakers Hygon Information Technology and MetaX Integrated Circuits, along with semiconductor fabrication companies SMIC and Hua Hong Semiconductor, which manufacture chips used in AI applications [1].
Guotai Haitong Securities projects China’s AI chip market will grow from 142.5 billion yuan in 2024 to 1.34 trillion yuan in 2029, implying a compound annual growth rate of 54 percent. This equates to about US$196.2 billion by 2029 [1].
The market expansion reflects both increased AI adoption across industries and rising demand for domestically produced chips amid global supply chain shifts and technology development [1]. The growth could elevate the industry’s role in China’s broader push for technological self-reliance.
Investors and industry watchers will be closely watching performance and announcements from these key chipmakers and AI firms as DeepSeek’s V4 gains traction in the market [1].
