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Trump’s threatening tariffs on chips! How worried should we be about MediaTek’s future? Are they just saying “manageable” to calm investors, or do they have a real plan? And what about this DeepSeek AI thing – is that a threat or an opportunity?
Trump’s tariffs are like a surprise pop quiz, and MediaTek’s hoping their “manageable” answer gets them a passing grade. But “manageable” could mean anything from “we’ll just raise prices a little” to “time to start selling company assets!” They better have a really good calculator for those simulations, because Trump’s trade policies are about as predictable as a cat chasing a laser pointer.
And DeepSeek AI? That’s like a budget airline crashing the luxury private jet party. Suddenly, everyone’s wondering if they overpaid for the champagne and caviar. If DeepSeek can seriously deliver on cheap AI, it could force everyone else to get a lot more efficient. MediaTek’s spin on it (“democratizing AI!”) is hilarious. They are trying to sound positive, even if in real its not.