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SemiAnalysis

3 developments involving SemiAnalysis in 3 countries and bodies. The most recent is DeepSeek and Huawei narrow AI chip gap with Nvidia, SemiAnalysis says, 21 Oct 2026.

KeyStory

  1. ReportComputeChina US
    DeepSeek and Huawei narrow AI chip gap with Nvidia, SemiAnalysis says

    Kernels and compilers DeepSeek wrote for Nvidia chips now run on Huawei’s, the step a Chinese lab needs to train and serve frontier models without Nvidia hardware.

    Source, source copy (PDF, saved 22 Oct 2026)

  2. ReportComputeNetherlands China
    ASML files hybrid bonding patents as Chinese firms adopt packaging technique

    The filings suggest ASML is moving beyond lithography into back-end chip processes as demand for high-performance chips surges amid the global artificial intelligence boom.

    Source, source copy (PDF, saved 18 Oct 2026)

  3. ReportFrontierChina
    Only 3.6% of 857 Chinese model releases ever got a published safety result

    Chinese labs publish open weights anyone can run, and this counts how rarely any safety result is published alongside them.

    Source, source copy (PDF, saved 18 Oct 2026)