Chinese AI startup DeepSeek is causing a stir by excluding US semiconductor companies from the development of its next-generation AI model. This is interpreted as more than just a corporate decision; it signifies a new phase in the US-China technological hegemony competition.
- DeepSeek has decided not to use chips from US semiconductor companies in the development of its next-generation AI model.
- This is seen as a direct response from a Chinese company to the US government's semiconductor export regulations to China.
- Coupled with the Chinese government's efforts to achieve technological self-reliance, DeepSeek's decision is likely to influence other AI companies in China.
- This decision represents a potential market loss for US semiconductor companies and could change the competitive landscape of the global AI market.
🔍 Deep Dive
DeepSeek's decision goes beyond a simple "boycott" and demonstrates China's determination to build its own AI industrial ecosystem. The strategy is to continue developing AI models through in-house development or alternative semiconductor supply chains within China. This can strengthen the competitiveness of the Chinese AI industry in the long term while reducing dependence on the US semiconductor industry. This trend is expected to accelerate as US sanctions intensify.
수익화 아이디어
- AI Model Optimization Consulting: Provide AI model development and consulting services optimized for specific industries based on DeepSeek's model. (e.g., finance, healthcare, manufacturing)
- Data Labeling Platform: Build a platform that provides high-quality data labeling services required for DeepSeek model training. Secure competitiveness by specializing in Chinese-based data.
- AI Chip Design Service: Provide AI chip design services optimized for DeepSeek models. Support the development of in-house AI chips in cooperation with Chinese fabless companies.