On January 20, 2025, DeepSeek officially released DeepSeek-R1 and simultaneously open-sourced the model weights. According to third-party statistics, the number of daily active users of DeepSeek exceeded 20 million in just 20 days after its launch, and its daily active growth rate has exceeded that of ChatGPT, which was popular at the time.China's AI big model DeepSeek has exploded, frequently appearing on the hot search list at home and abroad, becoming the hottest new star in the technology industry. Some industry insiders pointed out that DeepSeek may be connected to China's domestically produced GPUs, which will have a positive driving effect on the development of China's GPUs. So will it also play a certain role in driving the PCB industry? Let's take a look at which industries have ushered in product upgrade opportunities due to the popularity of DeepSeek.After the phenomenal popularity of DeepSeek, both the company and the industry development will accelerateOn January 20, 2025, DeepSeek officially released DeepSeek-R1 and open-sourced the model weights. DeepSeek, ChatGPT and Le Chat have risen up, representing the technical strength of China, the United States and Europe respectively. ChatGPT's membership function may be daunting for most people, but DeepSeek's free and open source allows most ordinary people to get a free ticket. This is an AI feast for ordinary people, and DeepSeek has therefore received unprecedented popularity and support. Therefore, DeepSeek's explosion has caused a huge impact on the US AI industry. Previously, DeepSeek's excellent performance and computing power cost that is less than 1/20 of OpenAI caused Nvidia's stock price to plummet 17% overnight, and its market value evaporated by nearly 600 billion US dollars. This is the largest single-day drop in US stocks. On the same day, DeepSeek dealt a heavy blow to US technology stocks. In addition to Nvidia, companies such as Broadcom, TSMC, AMD and ASML all experienced varying degrees of decline. In addition, DeepSeek's strength has also caused concerns in some countries. For example, the U.S. Congress recently proposed the "Decoupling of U.S. Artificial Intelligence Capabilities from China Act by 2025". The main contents of the bill include: prohibiting Americans from advancing artificial intelligence capabilities in China, prohibiting the downloading or use of DeepSeek, otherwise it will be classified as a crime and sentenced to up to 20 years in prison. Subsequently, Italy announced that due to lack of information on the use of personal data by the artificial intelligence model DeepSeek, the agency has removed DeepSeek from the shelves; the French privacy regulator National Commission for Information Technology and Freedoms (CNIL) stated that the agency will question the Chinese startup DeepSeek; Australia stated that DeepSeek posed an "unacceptable risk" to government technology and the immediate implementation of the ban was to "protect Australia's national security and national interests." The reason why DeepSeek became popularAlthough DeepSeek once hit Nvidia's stock price hard, it is also based on Nvidia's high-performance computing chip training, and Nvidia's chip leadership is still unquestionable. However, DeepSeek's technological innovation still needs more powerful hardware support. When asked about the innovation points compared with traditional AI models, DeepSeek summarized the following points: l High performance and accuracy: DeepSeek uses advanced deep learning algorithms and large-scale data sets for training, which enables it to perform well in multiple application scenarios, such as natural language processing and image recognition. Its high accuracy and rapid response capabilities have won wide recognition from users.l Technological innovation: DeepSeek has made many innovations in model architecture and training methods, such as introducing more efficient neural network structures and optimization algorithms. These technological breakthroughs have significantly improved the performance and efficiency of the model.l Powerful hardware support: DeepSeek uses NVIDIA's high-performance GPUs (such as A100 and H100). These hardware provide powerful computing power, making the model training and reasoning process more efficient, further improving the user experience.l Wide range of application scenarios: DeepSeek not only performs well in academic research, but also shows great potential in commercial applications. Whether it is intelligent customer service, content recommendation, autonomous driving, or medical diagnosis, DeepSeek can provide strong support to meet diverse market needs. in conclusionIn the future,the AI advancement of high performance and accuracy may require more powerful computing power. At the same time, AI models such as DeepSeek are also actively cooperating with academia and industry to promote the rapid iteration and application of technology. I believe that in the near future, not only the AI industry, but also different industries such as industrial automation, pan-security, content filtering, medical imaging and signal processing, automated driving, and artificial intelligence will also be impacted by this wave, ushering in industrial iteration and upgrading. As the most basic hardware support, the PCB industry also needs to ensure efficient and stable data processing and transmission in order to meet the needs of various AI applications and usher in its own spring.
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