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 (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 ...
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%), ...
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 compelling investment. Read more here.
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 ...
Teradyne's SWOT analysis: ai-driven growth propels semiconductor test stock
Teradyne Inc . (NASDAQ:TER), with its substantial market capitalization of $18.71 billion, has emerged as a key player in the burgeoning artificial intelligence (AI) and semiconductor testing markets, ...
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.
The Diplomat7h
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 ...
Lowyat.net8h
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 ...
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...
SkyWater Technologies: This Semiconductor Player Remains A Great Buy Opportunity
SkyWater’s expanding Advanced Technology Services segment and strategic hires signal potential for long-term growth. See why ...
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 ...