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DeepSeek’s AI breakthrough pressures SK Hynix, Samsung to rethink strategies
The rise of Chinese AI startup DeepSeek, which has demonstrated the ability to deliver high-performance AI technology at a ...
The Edge Singapore2h
Keppel DC REIT sheltered from US restrictions; impact on semiconductor plays still early days
Keppel DC REIT unlikely to be affected by US Data Center Validated End User (VEU) authorisation; and continues to benefit ...
South Korea’s government is the latest to block China’s DeepSeek on official devices, following Australia and Taiwan
Officials in South Korea and Australia have cited concerns about user data and national security as reasons to block the ...
The New Yorker3d
Is DeepSeek China’s Sputnik Moment?
The Chinese company’s low-cost, high-performance A.I. model has shocked Silicon Valley, and a longtime China watcher warns ...
Will DeepSeek Help Or Hurt AMD Stock?
DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big semiconductor stocks earlier this week.
DeepSeek Is Great News for TSMC Stock, J.P. Morgan Says
FEATURE 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 ...
2 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
Although DeepSeek's R1 model is a true innovation, it doesn't affect the long-term viability of investing in TSMC. The ...
Nvidia: Why I Am Doubling Down On The DeepSeek Selloff
Despite DeepSeek's AI model, Nvidia's dominance in GPUs ensures growth. Read why NVDA stock is still a strong buy at the ...
SOXX: The Impact Of New Chinese AI On Semiconductor ETF Valuation
Shares Semiconductor ETF offers exposure to the semiconductor sector. Learn why SOXX may be risky, with concerns over ...
Digi Times2d
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI ...
Semiconductor supply chain linchpin JSR sees DeepSeek boosting chip sales
DeepSeek’s low-cost AI models are expected to spur demand for semiconductors over the long term, the Japanese chip materials ...
Arm’s ‘Monster’ Valuation Put to Test as DeepSeek Angst Lingers
Arm Holdings Plc has fared better than most semiconductor stocks in the days since DeepSeek sparked concerns about the outlook for spending on artificial intelligence gear — but its steep valuation ...