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

DeepSeek’s AI breakthrough challenges Big Tech with a cheaper, efficient model. This may be bad for the incumbents, but good for everybody else.

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.

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 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.

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.

ON Semiconductor presents a strong buy opportunity with its promising growth potential, shareholder-focused strategies, and attractive valuation. See more.

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.

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,

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 Holding shares are surging 6% in intraday trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.

Taiwan Semiconductor guides AI revenue to double in 2025 after tripling in 2024, forecasting a mid-40% CAGR through 2029. TSM's 2025 CapEx expected at $38B-$42B, with increased focus on advanced ...