The announcement of a low-cost artificial intelligence model by the Chinese startup DeepSeek has shaken the AI market, leading to a significant drop in U.S. tech stocks. On Monday, Nvidia's shares fell by more than 16%, the NASDAQ declined by 3.07%, and the Philadelphia Semiconductor Index dropped by 9.15%. 

Experts suggest this development is accelerating the U.S.-China competition for AI computing power supremacy. According to Research Institute for Democracy, Society, and Emerging Technology (DSET) Economic Security Research Director and Chief Executive Officer Jeremy Chang Chih-cheng (張智程) the traditional geopolitical alliance in Northeast Asia is evolving into an "AI computing power containment network," with Taiwan, Japan, and South Korea as crucial partners.

Chang emphasizes that losing Northeast Asian allies would cost the U.S. not only its geographic First Island Chain but also its dominance in advanced technology manufacturing. He argues that Taiwan's strategic value may rival that of Japan and South Korea in this new tech-geopolitical landscape.

However, Japanese media veteran Akio Yaita suggests DeepSeek, a mysterious Hangzhou-based startup with modest registered capital, might be part of China's propaganda campaign. He questions the authenticity of their "low-cost" claims and raises concerns about data security for potential users.