➀ A 7.7-magnitude earthquake struck Myanmar, potentially affecting PC hardware production in neighboring countries;
➁ Thai and Vietnamese manufacturing sites for major tech companies are being assessed for damage and supply disruptions;
➂ Taiwanese tech companies operating in Thailand report no major damage or injuries, with some experiencing temporary shutdowns and evacuations.
➀ China's AI data center expansion in 2023-2024 has led to significant underutilization of billions of dollars in infrastructure;
➁ Rushed projects resulted in poor planning and technical irrelevance;
➂ Market shift towards inference workloads has reduced demand for high-end GPUs, leading to a decrease in rental prices.
➀ Foxconn's Chairman Young Liu claims that the Trump administration's tariff strategy is causing a 'big headache' for the company's largest tech partners.
➁ Liu discusses the impact of the U.S. government's recent trend of rapid declaration and rescinding of tariffs on Foxconn's business.
➂ The article explores how the unpredictability of the U.S. government's tariffs is affecting the tech industry and Foxconn's manufacturing plans.
➀ Deepseek, a China-based AI company, is focusing on developing new models, R2 and V4, instead of seeking revenue like its Western competitors.
➁ The company is said to be funded by its founder, Liang Wenfeng, who is also the founder of a leading hedge fund in China.
➂ Deepseek's team of 160 employees is dedicated to the development of advanced AI technologies, with a focus on reaching Artificial General Intelligence (AGI).
➀ NAND flash prices have plummeted by over 40% in just two months, reaching an all-time low since records began in August 2015.
➁ The decline in prices is attributed to a reduction in demand for DRAM and NAND flash in products such as smartphones and PCs, with the demand shifting towards high-performance AI products.
➂ The average fixed transaction price of universal NAND flash (128Gb 16Gx8 MLC) in the last month was $3.07, a decrease of 29.2% from the previous month.
