2 days ago · TSMC shares tumbled by 13% on Monday as trading resumed after the Lunar New Year holiday, marking the steepest decline in nearly six months.The selloff was triggered by reports that DeepSeek’s ...

2 days ago · TSMC Stock Plunges as China's AI Shake-Up Hits Chipmakers ... of 6% in share value in trading on Monday after Taipei markets reopened due to global chip stock deterioration following DeepSeek R1 ...

1 day ago · The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. ... DeepSeek Is Great News for TSMC Stock, J.P. Morgan Says. By Tae Kim. Share ...

Jan 28, 2025 · The DeepSeek news sparked unfounded fears of reduced AI hardware spending, ignoring TSMC's critical role in AI infrastructure. 3nm technology accounted for 26% of Q4-24 wafer revenue, reflecting ...

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 ...

3 days ago · Taiwan Semiconductor Manufacturing (TSMC) will be be in focus on Feb. 3 after a global selloff of AI-linked stocks. The selloff was prompted by the emergence of DeepSeek, a Chinese startup with a ...

3 days ago · DeepSeek’s cost-effective AI model is raising doubts if companies need to incur significant amounts of capital expenditure to develop the technology. That may weigh on TSMC – the main chip supplier to Apple and Nvidia – which recently lifted its quarterly sales forecast on expectations of higher spending on technology and capacity this year.

Jan 28, 2025 · Taiwan Semiconductor Manufacturing’s ADRs TSM tumbled 13% after China’s DeepSeek released its open-source reasoning model R1 that achieves capabilities on par with that of OpenAI and Google at a...

5 days ago · TSMC: DeepSeek Opportunity. Jan. 31, 2025 3:13 PM ET Taiwan Semiconductor Manufacturing Company Limited (TSM) Stock, TSMWF Stock, DEEPSEEK Stock AAPL, AAPL:CA 41 Comments. Stone Fox Capital.

DeepSeek reportedly cost less than $6 million to train, while U.S. tech giants have spent hundreds of millions or billions to develop theirs. Second, DeepSeek was reportedly trained on midrange AI ...