# DeepSeek自研推理芯片，减少对Nvidia/Huawei依赖

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-07-07 23:41
- AIHOT 分数：73
- AIHOT 链接：https://aihot.virxact.com/items/cmratx0xs00ziihogvd5gfi6s
- 原文链接：https://x.com/rohanpaul_ai/status/2074519154292568401

## AI 摘要

DeepSeek正在开发自己的推理芯片，以降低对中国500亿美元AI芯片市场中对Nvidia和华为的依赖。该项目尚处早期阶段，已通过与外部合作伙伴及招聘芯片设计工程师推进。挑战不在于芯片设计，而在于大规模制造——先进代工厂和高带宽内存是主要瓶颈，因美国限制中国获取这些资源。DeepSeek有望从其专为自身模型定制的窄芯片中获益，从而降低推理服务成本、减少功耗并增强软硬件一体化控制。

## 正文

DeepSeek is building an inference chip to cut dependence on Nvidia and Huawei in China’s $50B AI-chip market.

DeepSeek’s chip work is still early, with outside partners and private hiring of chip-design engineers.

The hard part is not drawing a chip, but making it at scale. Advanced foundries and high-bandwidth memory remain chokepoints because U.S. rules restrict Chinese access.

DeepSeek can still gain from a narrower chip built mainly for its own models. A custom inference chip could lower serving costs, reduce power needs, and tighten software-hardware control.

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reuters .com/world/china/chinas-deepseek-developing-its-own-ai-chip-sources-say-2026-07-07/

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