Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies are shifting towards domestic and regional sourcing
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room” as he projected optimism days after China’s surprise AI chatbot caused turmoil for Western tech stocks.
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.
The article highlights the impact of DeepSeek's AI innovation on tech stocks. While European chip stocks rallied, U.S. stocks, including Nvidia, struggled. The emergence of DeepSeek's AI tool challenged ongoing industry beliefs,
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .
ASML stock rose nearly 6% premarket after the Dutch semiconductor equipment company posted better than expected fourth quarter earnings and its CEO dismissed concerns over DeepSeek AI.
ASML Holding shares are surging 7% in premarket trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.
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