Subject


AI


2025-02-04

[News] ASML: U.S. Export Controls Still Effective, Sees DeepSeek as Positive for Chip Demand

According to a MoneyDJ report citing Wall Street Journal, Christophe Fouquet, CEO of Dutch semiconductor equipment giant ASML, believes that the success of Chinese AI startup DeepSeek highlights how companies in the booming AI market are maximizing their limited resources; however, this does not im...

2025-02-04

[News] AMD’s AI Strategy Tested as Big Tech Shifts to Custom Chips

As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

2025-02-03

[News] U.S. Reportedly Probes DeepSeek’s Acquisition of Banned AI Chips as NVIDIA’s Singapore Sales Soar

According to a report from Liberty Times, citing Bloomberg, the White House and the FBI have launched an investigation into whether China’s AI startup DeepSeek illegally obtained NVIDIA chips through third-party buyers in Singapore and other locations. DeepSeek claims its technological breakth...

2025-02-03

[News] DeepSeek Disrupts AI Landscape: Potential Impacts and Comments from Tech Giants

As Chinese AI startup DeepSeek shakes up the global market by claiming its R1 model surpasses OpenAI’s latest o1 while costing only a fraction of the price, it is also sending a clear message. As highlighted by Nikkei, DeepSeek is forcing a market-wide rethink—on valuations, competition, and eve...

2025-01-27

[News] A $500 Billion Investment Plan to Launch, Benefiting AI Chips

Under the influence of large AI models, AI infrastructure projects are booming worldwide. OpenAI has announced the launch of a $500 billion "Stargate" plan, while ByteDance is reportedly allocating significant funds to build and enhance its AI infrastructure. Although there are differing opinions...

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