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ASML Orders Exceed Forecasts as AI Chip Demand Remains Strong
The company posted orders well above analysts’ expectations for the fourth quarter as chip makers scrambled to get their hands on machinery to produce increasingly sophisticated semiconductors.
TSMC profits surge 57% as demand for AI chips remains high
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.
ASML shares jump 11% as surge in orders defies fears of DeepSeek hitting AI chip demand
Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the fourth quarter.
ASML Shares Surge After Orders Beat Forecasts as AI Chip Demand Remains Strong
The company posted fourth-quarter orders well above analysts’ expectations as chip makers scrambled for machinery to produce increasingly sophisticated semiconductors.
ASML rebounds from DeepSeek hit, expects AI advance to boost demand for chips
ASML shares have bounced back from the impact of DeepSeek. ASML predicts that low-cost AI models will boost demand for the firm's machines.
3h
Chinese startup Deepseek has shaken up the AI world. What we know
DeepSeek, a Hangzhou-based startup founded in 2023, shot to the top of Apple’s App Store free app chart after releasing a new ...
1h
Billionaire investor Ray Dalio says this will be China's play in the AI tech wars
Bridgewater's founder, Ray Dalio, talked about DeepSeek, the tech wars, and large-scale AI companies like Nvidia in a recent ...
2h
Nasdaq 100: Nvidia Drops 6% as U.S. Weighs New AI Chip Restrictions on China
Nvidia drops 6% as the Trump administration considers new restrictions on AI chip sales to China, raising concerns over ...
2d
on MSN
Intel's former CEO says the market is getting DeepSeek wrong after AI-chip-stock rout
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...
1d
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race
More AI competition will make it hard for Big Tech to generate the oligopoly-like profit margins that investors hope for.
5h
ASML stock rises after earnings beat as CEO says DeepSeek will drive AI chip demand higher
ASML stock rose nearly 6% premarket after the Dutch semiconductor equipment company posted better than expected fourth ...
5h
Chinese AI DeepSeek’s rout of tech stocks may benefit mortgage rates
The tech-heavy Nasdaq composite closed down nearly 3% on Monday, with shares of AI-focused chipmaker Nvidia plunging 17% and ...
1h
on MSN
Did DeepSeek copy ChatGPT to make new AI chatbot? Trump adviser thinks so
Did the upstart Chinese tech company DeepSeek copy ChatGPT to make the artificial intelligence technology that shook Wall ...
4h
on MSN
DeepSeek marks ‘turning point’ for global AI race: Former Google CEO
Former Google CEO Eric Schmidt said Tuesday that the rise of DeepSeek, the Chinese startup behind a new artificial ...
UVA Today
3h
Q&A: What Is DeepSeek, the Bargain AI Roiling the Stock Market?
A Chinese company’s cut-rate computing solution has upended the tech world, with companies, investors and even the U.S.
10h
on MSN
Nvidia Stock Wavers After DeepSeek Rebound. This Could Reignite AI Chip Makers.
Nvidia stock has had a wild week so far, and now the market seems unsure of what’s next for the world’s leading chip maker.
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