DeepSeek now targets a late April release for its V4 AI model after several missed deadlines. Initially, the company aimed for a February launch aligned with the Lunar New Year. However, that timeline slipped, and a March target also passed without release. As a result, the model has become a key indicator of China’s progress in building advanced AI systems.
Meanwhile, internal updates suggest the launch is approaching. Therefore, expectations have risen as limited testing phases begin to reach select users.
Shift to Domestic Chips and Infrastructure
At the same time, DeepSeek has reworked its model to operate on domestic hardware. Specifically, the company adapted its systems to run on Huawei Ascend processors and chips from Cambricon. Consequently, this shift reflects a broader move away from reliance on U.S. semiconductor technology.
In parallel, major Chinese technology firms have placed large orders for Huawei’s upcoming 950PR chips. Moreover, production plans indicate significant scaling in the coming months. As demand rises, domestic chip ecosystems are gaining momentum across the region.
Furthermore, early testing versions of V4 include extended context capabilities and optimized processing modes. Therefore, the model aims to handle more complex and sustained AI tasks efficiently.
Rising Stakes in Global AI Competition
Meanwhile, the development of V4 unfolds amid ongoing geopolitical and technological tensions. U.S. export restrictions have limited access to advanced chips, pushing Chinese firms to build alternative solutions. As a result, companies must rely on increased computational resources to achieve comparable performance.
In addition, policymakers continue to debate stricter controls on semiconductor exports. Consequently, the AI landscape is evolving into parallel ecosystems shaped by regional supply chains.
Ultimately, the performance of DeepSeek V4 will carry broader implications. If the model delivers strong results on domestic hardware, it could validate China’s independent AI infrastructure. Therefore, the upcoming release may influence both technological strategies and global policy discussions.








