China's startup, DeepSeek, has unveiled a low-cost open-source AI model, igniting optimism in the market about potential reductions in AI costs and advancements in edge computing. The company's continued open-source initiatives have been met with positive feedback from developers, underscoring growing enthusiasm for accessible AI tools. However, Ubitus's CEO, Wesley Kuo caution that while DeepSeek's large model holds promise, it remains better suited for cloud-based applications at this stage. The company still faces significant challenges in the edge AI space, where established models from competitors continue to hold sway.
Arm has unveiled its Armv9 edge AI computing platform, featuring the Cortex-A320 CPU and Ethos-U85 NPU to power AI workloads at the edge. Capable of running models with over a billion parameters, the platform reflects Arm's push to decentralize AI processing, making it essential for the IoT.
The DRAM market is expected to remain at the industry's low point in the first half of 2025. According to Nanya Technology president, Pei-ing Lee, Chinese competitors' DRAM production capacity has far surpassed that of Nanya. Although major Chinese manufacturers focus on LPDDR4, without their output ramp-up, the DRAM market would have already recovered.
DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy. The growing adoption of small language models (SLMs) is also fueling demand in the memory sector, benefiting DRAM and NAND flash.
Following the transition of Chief Telecom's LY2 AI data center to commercial operation, company chairman Hong-jia Shao expects revenue and profit will reach new heights in 2025.
Taiwan-based internet data center (IDC) service provider Chief Telecom sees promising prospects in edge AI development, particularly thanks to the rise of DeepSeek, as AI applications continue to emerge rapidly.
As AI rapidly advances, the demand for skilled professionals has surged in China, especially in generative AI, large models, data centers, and humanoid robots. Competition for talent is fierce, with major companies like Xiaomi, ByteDance, and Alibaba offering annual salaries often surpassing CNY1 million (US$137,830) to recruit top AI experts for their R&D teams.
As inventory levels normalize and artificial intelligence (AI) applications continue to expand in the market, Nexcom chairman Clement Lin expressed confidence that their accumulated technological expertise and product portfolio will gain market recognition, maintaining a cautiously optimistic outlook for 2025. However, the robotics market still requires time to mature.
The emergence of DeepSeek as a transformative force in edge AI development has supply chain operators anticipating a new wave of consumer upgrades across smart devices, from smartphones to AI PCs.
The emergence of DeepSeek has demonstrated that edge artificial intelligence (AI) development can proceed without high-performance graphics processing units (GPUs), spurring increased interest in Winbond Electronics' tailored AI memory solutions.
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices. He highlighted that DeepSeek-R1 strengthens Qualcomm's competitive position, as its chips are optimized for efficient on-device AI processing, reducing dependence on cloud-based computing.
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing has begun to increase after the Lunar New Year holiday.
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.
Despite the ongoing debates over the open-source AI model introduced by Chinese startup DeepSeek, its impact on the cost and accessibility of AI technologies is widely regarded as positive. As the demand for computational power grows, industrial PC (IPC) vendors specializing in edge computing and edge AI are positioned to capitalize on this shift.
Shenzhen-based startup Engine AI recently released a demo video of its SE01 humanoid robot, highlighting its remarkably lifelike walking gait. The video earned praise from a senior Nvidia scientist. Engine AI aims to penetrate China's competitive robotics market by offering cost-effective solutions.
Global server shipments are projected to grow at a compound annual growth rate (CAGR) of 4% from 2024 to 2029. However, in 2025, the recovery momentum for servers is expected to be suppressed due to an unstable macroeconomic environment, the new tariff policies implemented during Trump's administration, and ongoing US-China geopolitical competition. This will result in a low shipment growth rate of just 3.9% for the year, according to DIGITIMES.
Samsung unveiled its latest trio of flagship smartphones this week, with promotional campaigns set to roll out across major global markets in the coming weeks. However, persistent concerns about its chip strategy have placed Samsung in a challenging "triple dilemma" that remains unresolved.
Artificial intelligence (AI) is transforming industries at an unprecedented pace, and Sintrones Electronics is capitalizing on emerging opportunities in vertical application markets. By redefining its market strategy, the company aims to broaden its industry reach. Kevin Hsu, Sintrones CEO, is optimistic about this strategic transition, anticipating exponential revenue growth over the next three years.
Axelera AI may be a young player in the artificial intelligence (AI) space, but it has big ambitions. Founded in 2021, the Eindhoven-based company is taking aim at edge computing—a market where AI-driven decisions are made in real time, right at the source of data. Unlike cloud-based AI systems, where data is sent to remote servers for processing, Axelera's technology is designed to process data locally, making it crucial for applications like autonomous vehicles, security cameras, and smart factories.
While Nvidia CEO Jensen Huang's recent comments at CES 2025--suggesting it may take at least 20 years to develop a "truly useful" quantum computer--have sparked widespread debate, Taiwan's National Science and Technology Council (NSTC) Minister Cheng-wen Wu has emphasized that quantum computing is a global competition, and Taiwan remains committed to advancing quantum research. Wu noted that whether it takes 3–5 years or 30–50 years, Taiwan will not be left behind.
AI cloud computing will remain the primary growth driver for the tech industry in 2025, while the outlook for consumer AI applications remains mixed, largely hinging on whether users can be convinced of the need to replace their devices, according to sources at IC design houses.
Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia's Jetson Orin NX and Jetson Orin Nano modules. The company also announced a collaboration with Qualcomm, combining the latter's inference accelerators and advanced software with Aetina's edge computing hardware.
The expansion of artificial intelligence (AI) applications has established AI servers and related components as the primary growth drivers for IC distributors. With shipments of AI servers expected to increase quarterly in 2025, these robust contributions from AI are anticipated to further elevate distributor revenues throughout the year.
MediaTek is making waves at CES 2025 with its AIoT advancements, despite not hosting a public exhibition. The company is showcasing its broad capabilities across IoT, tablets, TVs, automotive applications, and transmission technologies like Wi-Fi and 5G.
