CONNECT WITH US
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.
L'Atitude 52°N, a smart wearable brand led by a Taiwanese, Gary Chen, is advancing its position in the competitive smart glasses market with a "Sino-European fusion" strategy. In an interview with DIGITIMES, Chen outlined the company's focus on balancing technical challenges, user experience, and targeted applications.
Aurotek Corp. reported historic revenue figures for December 2025 and the full year, driven by growth in smart manufacturing, automation equipment, and robotics. The company recorded consolidated revenue of NT$285 million (US$9.01 million) in December, a 50.62% month-over-month increase and a 42.42% year-over-year increase. Full-year revenue reached NT$2.496 billion, up 50.12% compared to 2024.
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research manager Jitesh Ubrani said the industry once anticipated memory prices stabilizing in 2026, but the latest consensus is that no substantial decline will occur before late 2027—only a halt in price increases.
Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude Code. The reorganization aims to shift GitHub from a code hosting service to an AI-centered software development hub.

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift capacity toward higher-margin products, consumer electronics — especially notebook PCs — have taken the hardest hit. The market remains cautious about major brand vendors' shipment momentum and profitability in 2026.

On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced semiconductors, citing national security risks from heavy US reliance on foreign chip supply chains.
As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint affects the deployment of AI computing centers and advanced industries, with Taiwan, the US, and China adopting differing approaches to address grid limitations and secure future industrial dominance.
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.