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Feb 10, 15:09
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny, raising concerns about potential privacy and national security risks. However, US President Donald Trump unexpectedly has taken a notably different stance on DeepSeek.
Changing US tariff policies have unsettled the global industry, but Teco chairman Morris Li is confident that the company's global presence ensures it is well-prepared to respond. With production bases in Taiwan, Vietnam, the US, Mexico, and China, Teco believes it can adapt to the final tariff outcomes.
Taiwanese IT service providers are weighing the dual impact of DeepSeek's entrance into the AI market. The company's approach to democratizing AI computing power marks a shift from premium-tier services to more accessible solutions, potentially accelerating AI adoption. However, the emergence of open-source opportunities through DeepSeek will test companies' technical expertise and human capital.
While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging these industries to form industrial holding companies to achieve economies of scale. However, this initiative has met with mixed reactions from industry players and has struggled to gain widespread support.
Since Donald Trump's election to a second term as US president, global political and economic media have closely scrutinized his every word and action. However, many have observed that Trump often makes bold claims that the US cannot realistically fulfill. For example, he promised to end the Russia-Ukraine war within 24 hours and to have a direct phone call with Chinese President Xi Jinping in the same timeframe, yet neither of which materialized.
With the launch of DeepSeek, the application of artificial intelligence (AI) is rapidly penetrating various fields, indicating that the demand for AI consumption will further increase and may trigger structural changes in the market. The chief executive of Huawei's consumer business group, Gang He, recently announced that Huawei's Celia assistant has successfully integrated with DeepSeek and released the beta version of DeepSeek-R1.
Apple's financial report for the period ending December 2024 indicates that iPhone sales did not meet forecasts, with services, Mac, and iPad becoming the highlights instead. In contrast, optical giants Largan and Genius Electronic Optical (GSEO) both reported impressive results for January, indicating that their diversified strategies will be a focal point moving forward.
Taiwan-based polarizer maker Cheng Mei Materials Technology (CMMT) announced late on February 9 that general manager Wei-Chung Lien has decided to resign.
Taiwan's leading motion control specialist HiWin Technologies is strengthening its presence in the American market through partnerships with US logistics startups and plans for local production, marking a strategic shift in its global operations.
DeepSeek, a Chinese artificial intelligence startup, has disrupted the global AI landscape by launching two open-source models that demonstrate significant innovation and cost efficiency, potentially altering market dynamics amid ongoing geopolitical tensions.
France is set to announce a total of EUR 109 billion (US$113 billion) in investment in artificial intelligence (AI) projects in the country by companies, funds, and other sources over the coming years, President Emmanuel Macron said on the eve of a two-day AI summit in Paris.
Despite recent iPhone sales falling short of expectations, Apple is preparing to launch an innovative ultra-thin design for its 2025 iPhone models. This strategic move could reinvigorate consumer demand and drive the company's growth throughout 2025.