



Reasoning Models and DeepSeek, Semis Implications
Much ink has already been spilled about DeepSeek, yet the conversation tends to skew either highly technical or completely surface-level. This research report delivers an accessible yet technically grounded analysis of the DeepSeek R1 paper, highlighting its implications for the semiconductor industry. Let’s start with context, and then we’ll unpack key paragraphs from the paper.…
DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization The trajectory of generative AI in consumer devices has always been a matter of when, not if. DeepSeek’s distilled R1 models suggest on-device AI is coming sooner than anticipated. I’ve written extensively about the benefits of multimodal LLMs for mobile and hands-free…