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.
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 ...
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 ...
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%), ...
The Diplomat13h
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 ...
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 ...
2025 Semiconductor Outlook: Investor Roadmap
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...
Lowyat.net14h
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 ...
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 ...
Morningstar8d
Global AI and Semiconductor Leaders Converge at AISC 2025: Aitomatic Reveals Advances in Semiconductor Foundation Model SemiKong
and the National Innovation Center of Vietnam announced today the AI-Semiconductor Conference (AISC) 2025. The conference will bring together over 1,000 global industry leaders from Google ...