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AI & Enterprise
DeepSeek V4 sparks revaluation call for China\'s AI sector
The launch of DeepSeek’s latest AI model, V4, is expected to spur a broad revaluation of China’s AI industry, with analysts citing potential gains in demand for Chinese high-performance chips and wider commercial adoption. Chip designers and foundries are seen as beneficiaries, while securities firms project rapid growth in China’s AI chip market. Morgan Stanley also flagged lower inference costs and possible Hong Kong index inclusion for AI model firms.
Industry
U.S. Congress introduces bill to tighten chip tool export controls to China, targeting ASML DUV
The U.S. Congress has introduced new export-control legislation aimed at blocking sales, maintenance and technical support for semiconductor equipment to major Chinese chip firms, Cryptopolitan reported. The bipartisan MATCH Act would narrow access to key tools China cannot produce and extends restrictions beyond advanced EUV to older DUV systems, including ASML immersion DUV. The bill lists firms such as SMIC and Huawei and would press allies to strengthen rules within 150 days.
Industry
Chinese semiconductor firms post record revenue last year on AI demand, U.S. export curbs
Chinese semiconductor companies posted record revenue last year, helped by a surge in AI demand, a shortage of memory chip supply and U.S. export curbs, CNBC reported. SMIC said 2025 revenue rose 16 percent to a record $9.3 billion, with LSEG analysts estimating 2026 revenue could top $11 billion. Hua Hong logged record quarterly revenue and guided for similar levels. Memory maker CXMT and GPU developer Moore Threads also reported strong growth.
