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Jan 14
DeepSeek V4 and the new economics of AI compute
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering approach under constrained computing resources, it delivered model performance that exceeded market expectations and caught the AI community off guard. At the time, many dismissed it as a one-off "cost-performance ambush." In hindsight, it now appears more like a prelude.
Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward.
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners to accelerate efforts to reduce supply-chain dependence on China.
The rise of AI agent-driven shopping is transforming retail as Google unveils its open-source Universal Commerce Protocol (UCP) to create a unified standard for AI commerce. Announced at the National Retail Federation annual conference, UCP aims to simplify the consumer shopping experience and reduce integration complexity for retailers.
SaaS provider 91APP capped 2025 with its strongest monthly performance on record, as December sales surged following the consolidation of smart dining technology brand iCHEF, underscoring early revenue synergies from the acquisition.
Artificial intelligence is rapidly transforming the biomedical industry by accelerating therapy development and automating manufacturing through advanced algorithms and robotics, according to experts. Dario Amodei, CEO of AI startup Anthropic PBC, foresees AI driving breakthroughs in treatments for diseases such as cancer and Alzheimer's, potentially extending human lifespan.
OpenAI has acquired the team behind AI startup Convogo as part of its ongoing acquisition spree in 2025, with Convogo's products set to be phased out. The deal, reportedly an all-stock transaction, brings the startup's three co-founders into OpenAI, but excludes any transfer of Convogo's intellectual property.

Samsung Electronics set up a dedicated 1,400-ping exhibition hall for CES 2026 to present a more comprehensive vision of its smart home ecosystem. For 2026, Samsung's core strategy centers on the concept of the "AI companion at home," spanning three key scenarios: entertainment, home living, and health.

PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.

AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg. The company plans to continue pursuing its initial public offering (IPO) as part of a broader strategy to expand its AI computing hardware and cloud services.
Genomics BioSci & Tech (Genomics) reported consolidated revenue of NT$112 million (US$3.54 million) in December 2025, setting a new single-month record with an 86.11% increase from November and 81.52% growth year-over-year. This strong finish contributed to full-year consolidated revenue of NT$708 million, a historic high and a 36.86% increase from 2024.