The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. On Tuesday, analyst Gokul Hariharan reiterated his Overweight rating on TSMC stock, ...

The big news to watch next week, besides whatever new madness happens on the political front, is Nvidia earnings, whose stock actually was knocked for a loop by DeepSeek. Also on the docket are big ...

Nvidia’s main chipmaker is grappling with industry-wide questions surrounding AI spending. Read more at straitstimes.com.

DeepSeek is reportedly working on a semiconductor venture, rurmored to be working on developing its own in-house AI chips ...

With its cute whale logo, the recent release of DeepSeek could have amounted to nothing more than yet another ChatGPT knockoff. What made it so newsworthy – and what sent competitors’ stocks into a ...

Taiwan Semiconductor Manufacturing Co. said first-quarter sales are set to be at the lower end of its forecast range after ...

Tencent Holdings Ltd (HK:0700) surged 6.6% to HK$512.0, marking a near four-year high, after announcing that its Weixin ...

TSMC is banning shipments of even more cutting-edge chips to China including powerful GPUs used to train AI models.

DeepSeek claims its AI model cost under $6M, raising doubts over U.S. firms’ $100M-plus AI development budgets. U.S. tech giants face competition as DeepSeek’s cost-efficient AI challenges ...

More importantly, TSMC reported revenue growth of 58% and 34% in the final two months of 2024. As Nvidia's fiscal fourth quarter of 2025 coincides with these three months, there is a solid chance that ...

These latest developments come just a few weeks after DeepSeek's release of a lower-cost AI model rattled markets, as it ...

TAIWAN Semiconductor Manufacturing Company’s (TSMC) sales growth decelerated from the December quarter as Nvidia’s main ...