DeepSeek Panic: Here's Why I'm Doubling Down On TSMC
2 days ago · The DeepSeek news sparked unfounded fears of reduced AI hardware spending, ignoring TSMC's critical role in AI infrastructure. 3nm technology accounted for 26% of Q4-24 …
DeepSeek AI stock market crash today: Nvidia, TSMC gain ground …
2 days ago · DeepSeek reportedly cost less than $6 million to train, while U.S. tech giants have spent hundreds of millions or billions to develop theirs. Second, DeepSeek was reportedly …
Trump's Taiwan Chip Tariff Threat Could Be a Fresh Blow to Nvidia ...
2 days ago · The threat of tariffs risks a double blow for Nvidia, one of TSMC's largest customers. On Monday, after the Chinese startup DeepSeek released an AI model, Nvidia lost about $589 …
TSMC: A Trillion-Dollar Firm With Strong Growth ... - Seeking Alpha
3 days ago · 2024 was a strong year for TSMC and while 2025 is seemingly starting with the DeepSeek pressures on western semiconductor companies, I do believe that the reality is that …
Morningstar keeps five-star rating on TSMC as DeepSeek …
2 days ago · The DeepSeek news is the “perfect time” for some bulls to take profit on names like Hong Kong-listed Semiconductor Manufacturing International and Hua Hong Semiconductor, …
AI model from DeepSeek causes stock slump for tech companies
3 days ago · Several semiconductor companies’ stock also dropped. Arm fell 10.2 percent, while ASML Holding dropped 5.7 percent and Taiwan Semiconductor Manufacturing Company …
DeepSeek’s Deeper Impact Is Positive for Some Hard-Hit Stocks
Taiwan Semiconductor Manufacturing, or TSMC 2330 1.34% increase; green up pointing triangle, which produces Nvidia’s chips, wasn’t spared either—its American depositary receipts fell 13%.
DeepSeek just blew up the AI industry’s narrative that it needs …
2 days ago · Alphabet, Microsoft, Oracle, TSMC and plenty of others sank, and because tech stocks are so dominant, that dragged the broader stock market down, too. The tech-heavy …
Nvidia, Broadcom Among Tech Stocks to Sink on DeepSeek Threat
3 days ago · A slew of stocks, including chip maker Nvidia, fell Monday after Chinese startup DeepSeek released an AI model that runs on less-advanced chips and at a lower cost than …
What Is DeepSeek? What to Know About the Chinese AI Startup …
2 days ago · Here’s what you need to know about DeepSeek, the Chinese AI startup that rattled markets as its app dethroned OpenAI's as the most-downloaded free app in the U.S. on Apple.
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