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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Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?

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.

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Taiwan auto supply chain monitoring inflation, Southeast Asia amid changing tariff policies

Prior to the start of US President Donald Trump’s second term, he repeatedly indicated that he would take measures to target the energy and automotive industries with the goal of “making America great, again.” However, right after announcing new tariffs, Trump made a sharp U-turn. Under such unpredictable developments, Taiwanese auto industry players have their own take on the situation.

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Apple’s upcoming product launches boost Taiwan’s PCB supply chain in 1Q25

Apple’s 2025 product launches are set to drive substantial growth in Taiwan’s PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology and low-earth orbit satellite applications. The industry anticipates robust performance in the first quarter of 2025, with several companies maintaining growth even during traditionally slow periods.

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国家发改委:春节期间,手机销售收入大增182%

2月10日,国家发改委对外披露,春节期间(2025年1月28日—2月4日),全国消费品以旧换新活动火热开展,汽车、家电家居、手机等数码产品等以旧换新销售量达到860万台(套)、销售额超过310亿元,家电、手机销售收入同比大幅增长约166%、182%,手机等数码产品成为今年春节“新年货”,消费市场活力有效提升。

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