AI is expected to drive a 16.6% increase in global foundry revenue in 2025; however, mature process nodes remain under pressure, and 2nm process yield will be key to mass production.

US tariffs on Chinese imported products undermined notebook shipment growth in February, with the global top-5 brands seeing their shipments pick up only 7% on month, inferior to those in the prior years.

Chinese automakers are actively adopting DeepSeek-R1, potentially accelerating the widespread adoption of smart cockpits and advanced autonomous driving.

DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.