ChatGPT developer OpenAI is close to producing a new microchip with Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) to circumvent Nvidia Corp (NASDAQ:NVDA, ETR:NVD). Last October the AI comp
Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) shares dropped 1.8% after the company warned that first-quarter revenue would be at the lower end of its forecast due to a $161 million hit from
TSMC , the world's biggest contract chipmaker, said on Monday its first-quarter revenue would be closer to the lower end of its guidance, as it expects a $161 million impact from an earthquake that ro
The last few days have been quite challenging for the semiconductor industry. The news of Chinese start-up DeepSeek releasing its open-source AI model DeepSeek-R1 -- which it says cost less than $6 mi

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While there has been some recent volatility in the sector, technology stocks are still one of the best places to invest long-term. Whether it's DeepSeek introducing a vastly less expensive large langu
Stocks like SMTC, TSM, NVDA and PLAB are likely to gain from the jump in semiconductor sales.
An analyst downplayed worries that DeepSeek's model efficiency will crimp demand for AI.
The market sold off this morning after President Donald Trump announced sweeping tariffs over the weekend to take effect Tuesday. The broader benchmark S&P 500 fell over 1.7%, as of 9:55 a.m.
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Few companies have as strong a growth trajectory as Taiwan Semiconductor Manufacturing (TSM 0.56%). TSMC, as it's also known, is the world's largest contract chip manufacturer, which means that it act
DeepSeek's claim of creating an AI model trained for just $5.6 million gave investors a bit of a scare. However, the knee-jerk reaction that sent the market down was only temporary, as many of the sto
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