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 …
What is DeepSeek and why is it disrupting the AI sector?
3 days ago · The two models that have been showered with praise by Silicon Valley executives and U.S. tech company engineers alike, DeepSeek-V3 and DeepSeek-R1, are on par with …
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 AI Debut Sparks 10% Dive in Taiwan Semiconductor …
3 days ago · Monday saw Taiwan Semiconductor Manufacturing Company (TSM, Financial) stock dip 10% with other chip stocks as loan trading in chipmakers accelerated after DeepSeek's …
TSMC: Holding Our Fair Value Despite DeepSeek AI Disruption
2 days ago · Taiwan Semiconductor Manufacturing’s ADRs TSM tumbled 13% after China’s DeepSeek released its open-source reasoning model R1 that achieves capabilities on par with …
Why DeepSeek Could Spell Trouble For Nvidia, AI Stocks
3 days ago · DeepSeek's AI Assistant has overtaken OpenAI's ChatGPT on Apple's app store in the U.S., according to data research firm Sensor Tower. Further, DeepSeek has claimed it …
What Is DeepSeek? What to Know About the Chinese AI Startup …
3 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.
What Is DeepSeek, the New Chinese OpenAI Rival? | TIME
2 days ago · “Deepseek R1 is AI's Sputnik moment,” wrote prominent American venture capitalist Marc Andreessen on X, referring to the moment in the Cold War when the Soviet Union …
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, …
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 …
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