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DeepSeek applications in smart vehicles
Chinese automakers are actively adopting DeepSeek-R1, potentially accelerating the widespread adoption of smart cockpits and advanced autonomous driving.
DeepSeek in China-US AI competition
DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.
DeepSeek and influence on global chip demand
DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future.
Taiwan IPC industry and influence of US tariffs
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.<br>
Taiwan server revenue and shipment forecast, 2025
Competition for AI hardware deployment is showing no sign of resting with Taiwanese ODMs' server-related business revenues expected to surge 50% on year in 2025.
Global top-3 memory maker status, 4Q24
The global top-3 memory makers are expected to see weakening operating performance in the first quarter of 2025, and will push more investments and transition to next-generation products to stimulate demand.
AI server BBU and Taiwan players, 2025
Taiwan-based power supply giants will benefit from rising demand for AI servers as the application's adoption of BBUs is set to expand in 2025.
Global semiconductor industry, 2025
Global semiconductor revenues are expected to rise 13.6% on year in 2025, surpassing US$700 billion, but US policies may still impact the performance.
Global smartphones, 4Q 2024
Global smartphone shipments reached 334 million units in the fourth quarter of 2024, with volumes expected to grow 4.1% year-over-year in the first quarter of 2025.
China's sovereign AI: Infrastructure, policies and strategic initiatives
China invests in data centers with an infrastructure-driven approach to accelerate the development of its sovereign AI ecosystem.