Chinese automakers are actively adopting DeepSeek-R1, potentially accelerating the widespread adoption of smart cockpits and advanced autonomous driving.

DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.

DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future.

Taiwanese IPC players will see combined revenues have a good chance of achieving a double-digit on-year increase in 2025, while the impact from the US' potential tariffs is estimated to be light.