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The Huawei-DeepSeek Symbiosis

Source
newsletter.semianalysis.com
Author
Bryan Shan
Date
Why it matters

Shows DeepSeek now ships Ascend-native kernels (TileLang, DeepGEMM, FlashMLA) built on Huawei hardware, evidence that China's frontier AI stack is becoming independent of Nvidia, which changes assumptions about future compute access.

Key takeaways · AI-distilled
  • SemiAnalysis ran stock torch.matmul on an Ascend 950PR across 1,055 BF16 GEMM shapes: Huawei's best kernels reached 99.7% of the attainable ceiling, though the chip's absolute performance sits between A100 and MI300X.
  • Ascend's design is changing DeepSeek's code: FlashMLA now stores KV values next to their scaling factors to cut memory-transfer requests, and keeps its running accumulator in Vector UB because the L0C buffer cannot rescale in place.
  • Of the six DeepSeek repos that gained Ascend support, only TileLang was usable at writing; DeepSeek's code requires CANN 9.2.0, then unreleased. TileLang's Ascend backend is merged upstream, and its AutoSchedule cut single-operation time by up to 40% at small sizes.
  • DeepEP-Ascend keeps DeepEP V2.5's Python API over URMA and HCCL. A DeepEP maintainer declined it under deepseek-ai in July 2025, but it now ships under DeepSeek's organization, and its docs flag HBM contention that Huawei plans to ease in firmware.
  • The authors caution the work fits DeepSeek's own setup best: optimizations target supernodes, and as of vLLM-Ascend 0.26.0rc1 x86 hosts lack DeepGEMM support and hit hardcoded ARM headers that block startup.
Terms in this piece · Glossary
  • quantization — Shrinking a model by storing its numbers less precisely — like rounding — so it runs faster and fits on smaller hardware, at a small quality cost.
  • attention — The mechanism that lets a model weigh which earlier words matter for the word it's currently processing — the core operation of a transformer.
Read the source newsletter.semianalysis.com
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