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.
25
Mar
25
Mar
Tencent’s Hunyuan T1 model challenges DeepSeek and OpenAI in cost efficiency and fast computation
Tencent introduced its new Hunyuan Thinker-1 (Hunyuan T1) reasoning model on March 21, 2025, offering advanced data processing capabilities comparable to DeepSeek’s R1 model.
25
Mar
DIGITIMES exclusive: Asus recovers US$161.9M in bad debt from Indian client, continues to push AI server business
Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client. The company has reportedly recovered this payment, allowing them to reverse the bad debt, which could positively impact their profits for the full year of 2025.
25
Mar
Chip rivals unite against Nvidia as AI battle hits the edge
Nvidia’s recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile, a coalition of competitors is forming in the chip industry as emerging players work to escape niche markets and establish themselves as a legitimate alternative to Nvidia’s solutions. As Nvidia approaches edge computing markets, it has shown increased flexibility, with multiple chip manufacturers reporting Nvidia’s efforts to forge relationships with IC design houses.
25
Mar
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment spending is on track for another major expansion. Against the backdrop of escalating US sanctions, China is positioning itself to leverage the AI boom as a possible rebound strategy, drawing intense global attention to its next move.
25
Mar
TSMC’s 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC’s 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip design—meaning different readiness timelines for customers like Apple, Nvidia, and AMD.
25
Mar
Five major changes in the 2025 TV market
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump’s aggressive tariff policies and China’s “trade-in” policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.
25
Mar
CoreWeave’s IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks a major test of investor confidence in a new generation of AI-focused cloud providers as uncertainty clouds the future of data center demand.
25
Mar
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable, according to market sources.
25
Mar
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China’s AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the memory and storage ecosystem.