DeepSeek brings opportunities and challenges to Taiwan IT service providers

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.

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OpenAI’s shifting alliances: Altman seeks funding amid Figure AI split, Microsoft strain grows

Sam Altman’s recent global tour across Japan, South Korea, and India highlights OpenAI’s ambitious drive to establish strategic alliances throughout Asia. While SoftBank’s Masayoshi Son, chairman of the Stargate joint venture, has played a crucial role in facilitating these connections, Altman’s engagement remains vital to OpenAI’s regional expansion plans.

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Optical giants show strong January performance; GSEO says new product development is on track for 2025

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.

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Major players actively position themselves as DeepSeek stimulates AI consumer demand

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.

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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.

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Musk urges US military to boost drone output or risk falling behind

Elon Musk has intensified his advocacy for military drones, warning that the US military must accelerate research and production of unmanned aerial vehicles (UAVs) to maintain its global dominance. Yet domestic drone manufacturers acknowledge fundamental weaknesses in the industry, with critical short-term gaps that shape both the sector’s trajectory and future trade partnerships.

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Trump 2.0: Are his trade war tactics a masterstroke or empty threats?

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.

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