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    Samsung memory buyers lock in longer deals as 2027 demand comes early
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    Intel kills three projects in two months as Kechichian launches multi-year reset
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    NEWS TAGGED DEEPSEEK
    Wednesday 29 April 2026
    Commentary: China's chip-model strategy pressures Nvidia's AI economics
    The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
    Wednesday 29 April 2026
    Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5
    The global competition in open-source large language models is heating up again. On April 28, Xiaomi officially unveiled the "MiMo-V2.5" series of models developed under the leadership...
    Tuesday 28 April 2026
    DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round
    After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising...
    Tuesday 28 April 2026
    DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
    DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
    Monday 27 April 2026
    Commentary: DeepSeek reframes AI competition around efficiency, not scale
    When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
    Monday 27 April 2026
    DeepSeek cuts API prices 90%, sets new global low for LLM services
    DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...
    Friday 24 April 2026
    DeepSeek previews V4 models with Huawei integration, signaling shift in China's AI stack
    Chinese artificial intelligence startup DeepSeek has released preview versions of its latest models — DeepSeek-V4-Pro and V4-Flash — marking a closer integration with domestic...
    Friday 24 April 2026
    White House accuses China of 'industrial-scale' AI theft, signals crackdown
    The White House has accused China of conducting "industrial-scale" theft of US artificial intelligence intellectual property, a development that could escalate tensions in the ongoing...
    Friday 24 April 2026
    Commentary: DeepSeek rethinks funding strategy under talent drain and AI race
    The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external...
    Thursday 23 April 2026
    Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks
    Chinese tech giants Tencent Holdings and Alibaba Group are reportedly in talks to invest in AI startup DeepSeek, as the company seeks fresh funding that could value it at more than...
    Monday 20 April 2026
    DeepSeek reportedly weighs first external fundraising as AI competition intensifies
    Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from...
    Tuesday 7 April 2026
    In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack
    China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation...
    Thursday 2 April 2026
    Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

    In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code...

    Wednesday 18 March 2026
    Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination
    On March 11 (US time), Nvidia announced a US$26 billion five-year investment in open-source large language models and introduced Nemotron 3 Super, its most powerful hybrid mixture-of-experts...
    Tuesday 10 March 2026
    Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

    Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook