Trump must engage the Chinese on AI, semiconductor production, top analyst says
As China’s DeepSeek artificial intelligence app stunned both the stock market and the tech world this week, President Trump ...
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 ...
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%), ...
Taiwan Semiconductor Manufacturing: AI Growth Play At A Reasonable Valuation
Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a ...
Taiwan Semiconductor Manufacturing (TSM): Powering the Future of AI Chip Technology
We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...
1 Super Semiconductor ETF to Buy in the Wake of the DeepSeek Sell-Off
Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.
Advanced Micro Devices, Inc. (AMD): Navigating Challenges in the AI and Semiconductor Landscape
We recently published a list of 10 AI News Investors Probably Missed. In this article, we are going to take a look at where ...
Lowyat.net16h
US Probes DeepSeek For Restricted AI Semiconductor Use
The United States Commerce Department is investigating whether DeepSeek has been using restricted US semiconductor technology, according to a report by ...
The Diplomat15h
China’s AI Shock? What DeepSeek Disrupts (and Doesn’t)
DeepSeek’s success is not based on outperforming its U.S. counterparts, but on delivering similar results at significantly ...
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...
ON Semiconductor: Cyclical Buy, Unaffected By DeepSeek
ON Semiconductor presents a strong buy opportunity with its promising growth potential, shareholder-focused strategies, and ...
Injective launches first tokenized index combining AI tokens and stocks
Injective has launched an AI index for stocks and crypto tokens, tokenizing Nvidia and TSM and AI tokens such as TAO, INJ and ...