Semiconductor Firms Race to Secure Supply Chains Amid Growing AI Chip Demand
Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies ...
ASML boss cites ‘Moore’s law’ for DeepSeek optimism as he warns investors to get ready for more AI ‘elephants in the room’
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...
Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), ...
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Is Going to Soar After Jan. 29
Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 ...
DeepSeek rise blurs ASML’s AI-driven recovery
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph ...
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in ...
ASML Holding: A Strong AI Play After Q4, Yet Not Without Risks
ASML Holding N.V.'s complex, high-cost business model and reliance on a few partners are mitigated by secular trends and ...
2025 Semiconductor Outlook: Investor Roadmap
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...
OpenAI ex-board member Helen Toner says revoking ban on Nvidia AI chip exports would be a ‘huge victory’ for China
Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, ...
DeepSeek Panic Live Updates: Alibaba Stock Rallies As Chinese Giant Says AI Model Beats DeepSeek’s
Nvidia shares' 9% recovery Tuesday was the second-best day in terms of market cap added for any company ever, trailing only a ...
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Chip Wars: DeepSeek's AI Disruption Shakes Tech Stocks
The article highlights the impact of DeepSeek's AI innovation on tech stocks. While European chip stocks rallied, U.S. stocks, including Nvidia, struggled. The emergence of DeepSeek's AI tool ...
ASML Stock Jumps as Strong AI Demand Lifts Bookings
ASML Holding shares are surging 7% in premarket trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.