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Jan 14, 12:04
DeepSeek V4 and the new economics of AI compute
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering approach under constrained computing resources, it delivered model performance that exceeded market expectations and caught the AI community off guard. At the time, many dismissed it as a one-off "cost-performance ambush." In hindsight, it now appears more like a prelude.
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.
SK Hynix reportedly trims consumer memory, shifts focus to servers
Jan 14, 15:10

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.

AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg. The company plans to continue pursuing its initial public offering (IPO) as part of a broader strategy to expand its AI computing hardware and cloud services.
Genomics BioSci & Tech (Genomics) reported consolidated revenue of NT$112 million (US$3.54 million) in December 2025, setting a new single-month record with an 86.11% increase from November and 81.52% growth year-over-year. This strong finish contributed to full-year consolidated revenue of NT$708 million, a historic high and a 36.86% increase from 2024.
Tatung Co. has identified 2026 as a pivotal year to advance its transformation efforts, focusing on power, energy, and technology sectors following recent board elections and management restructuring. The company's power business and electronic manufacturing services (EMS) are driving growth, supported by strong export orders and increased production.
At first glance, CES 2026 looked like another celebration of the software-defined vehicle (SDV). Chip makers, operating system providers, and over-the-air (OTA) update platforms all promised "lifetime upgrades" as their most compelling pitch.
U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior materials. The company is also expanding partnerships with local firms to enter sectors including electronics, medical devices, green energy, optical films, and flexible HC materials.
Luxshare Precision Industry said it has moved to terminate an agreement to buy an India-based business asset package from Wingtech Technology after the transfer was blocked by legal restrictions, including seizures and freezes, escalating a cross-border dispute that both sides have now taken to arbitration in Singapore.
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption of denial" to a case-by-case review, provided exporters meet new certification and testing requirements.
Meta is accelerating its internal resource realignment by cutting about 10% of staff at Reality Labs, while launching a new division called Meta Compute to oversee global AI computing and data center expansion. CEO Mark Zuckerberg aims to drive the company toward its "Superintelligence" strategic goal through more focused management and capital structure.
Formosa Plastics Group (FPG) announced preliminary consolidated financial results for 2025 on January 12, reporting a combined net loss after tax of approximately NT$1.093 billion (US$34.56 million), a reversal from a net profit of NT$8.458 billion in 2024. Among its four major companies, Nan Ya Plastics and Formosa Petrochemical Corporation (FPCC) posted profit growth, while Formosa Plastics Corporation (FPC) recorded a wider loss, and Formosa Chemicals & Fibre Corporation (FCFC) posted its first-ever loss since listing.