US tariffs on Chinese imported products undermined notebook shipment growth in February, with the global top-5 brands seeing their shipments pick up only 7% on month, inferior to those in the prior years.

Chinese automakers are actively adopting DeepSeek-R1, potentially accelerating the widespread adoption of smart cockpits and advanced autonomous driving.

DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.

DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future.