Core Viewpoint - The release of DeepSeek-V3.2-Exp model by DeepSeek Company marks a significant advancement in the domestic AI chip ecosystem, showcasing a collaborative effort among various domestic chip manufacturers [1][4][7]. Group 1: Model Release and Features - DeepSeek-V3.2-Exp introduces DeepSeek Sparse Attention, which significantly reduces computational resource consumption and enhances inference efficiency [1][7]. - The new model has led to a price reduction of API services by 50% to 75% across DeepSeek's platforms [1]. - The model's release prompted immediate recognition and adaptation from several domestic chip manufacturers, including Cambrian, Huawei, and Haiguang [2][4]. Group 2: Industry Response and Ecosystem Development - Cambrian was the first to announce compatibility with DeepSeek-V3.2-Exp, followed by Huawei and Haiguang, indicating a rapid response from the industry [2][4]. - The consensus within the domestic AI industry regarding DeepSeek's models has enabled the company to take the lead in defining standards for domestic chips [4][7]. - The rapid adaptation of DeepSeek's models by various manufacturers suggests a growing synergy within the domestic AI hardware and software ecosystem [9]. Group 3: Future Implications - Experts believe that the swift development of domestic chips by 2025 can be attributed to the emergence of DeepSeek as a key player in the industry [4][5]. - The collaborative efforts among domestic companies to adapt to DeepSeek's standards may accelerate the growth of the AI chip ecosystem in China [4][9]. - The advancements made by DeepSeek in a short time frame highlight the potential for rapid evolution in the domestic AI landscape, contrasting with the decades-long establishment of ecosystems by companies like NVIDIA [9].
国产芯片厂商争相认领新版DeepSeek