Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models. DeepSeek's innovation could shrink demand for AI data center chips, which might hurt suppliers like Nvidia.

Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies are shifting towards domestic and regional sourcing

Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.

The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room” as he projected optimism days after China’s surprise AI chatbot caused turmoil for Western tech stocks.

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We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against the other AI stocks.

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.

ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.

The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .

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ASML Holding shares are surging 6% in intraday trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.

"AISC 2025 marks a pivotal moment in the evolution of AI and semiconductor technologies," said Dr. Christopher Nguyen, General Co-Chair of AISC. "We're bringing together the world's foremost ...