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6 小时
on MSN
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 ...
8 小时
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 ...
1 天
on MSN
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.
2 天
6 Semiconductor ETFs To Buy For 2025
Looking for the best semiconductor ETFs for 2025? See this list of ETFs which could help boost your exposure to semiconductor ...
来自MSN
14 分钟
Nebius Group: Market Overreaction or Real AI Disruption?
Shares of Nebius Group (NASDAQ: NBIS) took a nosedive on Monday, plummeting nearly 40% following the release of DeepSeek’s ...
3 天
Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista ...
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), ...
12 小时
on MSN
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 ...
The Diplomat
14 小时
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.net
15 小时
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 ...
2 天
2025 Semiconductor Outlook: Investor Roadmap
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...
manilatimes
8 天
Global AI and Semiconductor Leaders Converge at AISC 2025: Aitomatic Reveals Advances in ...
The Industrial AI Federation, Aitomatic, and the National Innovation Center of Vietnam announced today the AI-Semiconductor ...
1 天
Lam Research Stock Jumps After Earnings. AI Investors Just Got Another Reassurance.
The semiconductor equipment maker posted earnings of 91 cents a share on revenue of $4.38 billion for the quarter, beating analysts' expectations.
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