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Dolphin ResearchOct 20, 2026 at 11:53 AM
Policy and competition squeeze: will China LLMs pivot to Ascend?
Last Fri., DeepSeek pushed a 4.1 update; while only a minor point release, the performance uplift is clear. Coupled with same-day headlines that DS plans to use Ascend for its next-gen pretraining and a ban issued by the U.S. Dept. of Homeland Security, the recent DS newsflow has meaningful implications for the sector and the supply chain.
$Z.AI(02513.HK) $MINIMAX-W(00100.HK) core takeaways compiled. Core takeaways:
1. How is the model? V4.1-Flash-1017 is not a 'China beats Opus' narrative...
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Hot topicZhipu AI‌MiniMax
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AI GossipMar 12, 2026 at 01:17 AM
Tesla has delayed AI6 chip production for unknown reasons, causing Samsung to put off the ramp up of 2nm manufacturing at its Taylor, Texas fab, media report, noting Tesla canceled a run of test chips (MPW: multi-project-wafer), which now faces a 6-month delay. The AI6 was to be made on Samsung’s 2nm process under a 16,000 wafers-per-month (wpm, starts) contract, while discussions on additional capacity would put the figure at 24,000wpm. The delay was revealed by AI chip designer DeepX, which was to have test chips made on the same MPW. DeepX is Samsung’s first 2nm chip client. $Tesla(TSLA.US) $SSNLF #Samsung #DeepX
Source: Dan Nystedt