Semiconductors - Thematic Investing and Megatrends: Views on DeepSeek

396 Views28 Jan 2025 03:45
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Chinese AI startup DeepSeek has surged to the top of AI-related downloads on both domestic and overseas iOS App Stores over the weekend, showcasing its super-efficient open-source model.
What is covered in the Full Insight:
  • Introduction to DeepSeek's Achievements
  • Impact on Global Markets and AI Value Chain
  • Semiconductors Sector Response
  • Implications for AI Infrastructure
  • Challenges and Opportunities Ahead
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