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DeepSeek
stablePositive
Est. 2023·Hangzhou, China
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SemiAnalysis
stablePositive
Coverage (30d)
6vs14
This Week
1vs5
Evidence
1 articles
Team Size
200vs
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Timeline

SemiAnalysis2026-05-22

Published analysis of 432k coding agent requests showing median 96k input tokens

DeepSeek2026-05-18

Launched DeepSeek-R1 large language model, causing $1 trillion market valuation shift

SemiAnalysis2026-05-17

SemiAnalysis conducted internal bake-off of AI tools, finding Perplexity Slack bot beats Claude

DeepSeek2026-05-07

DeepSeek valuation jumps from $20B to $45B in first VC round led by China state fund.

SemiAnalysis2026-05-07

Flagged 8x SRAM understatement on Cerebras website, a transparency issue for IPO due diligence.

DeepSeek2026-04-24

Released V4-Pro and V4-Flash open-weight models with up to 1.6 trillion parameters

DeepSeek2026-04-24

Released DeepSeek-V4 with 1M-token context at 10% KV cache cost

DeepSeek2026-04-22

Initiates first external fundraising round, targeting at least $300M at a $10B+ valuation to set a benchmark for employee stock options.

SemiAnalysis2026-04-22

Published analysis claiming NVIDIA's customer data is driving shift toward disaggregated inference architectures

DeepSeek2026-04-20

Delays to DeepSeek-V4 model due to Huawei Ascend chip compatibility work

Ecosystem

DeepSeek

developedDeepSeek V411 src
competes withOpenAI6 src
developedDeepSeek-R16 src
developedDeepSeek-V35 src
competes withAnthropic5 src
usesClaude Code3 src

SemiAnalysis

endorsedVera Rubin NVL721 src
usesPerplexity1 src
regulatedCerebras Systems1 src
usesAnthropic1 src
usesClaude Agent1 src
investedAnthropic1 src

Evidence (1 articles)