Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment. Read more here.

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.

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 Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against Coatue’s other most important AI stocks.

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.

DeepSeek’s success is not based on outperforming its U.S. counterparts, but on delivering similar results at significantly lower costs. The AI price war has begun.

The United States Commerce Department is investigating whether DeepSeek has been using restricted US semiconductor technology, according to a report by

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 .

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

The S&P 500 and Nasdaq fell sharply, mainly due to a sell-off in Nvidia and other chipmakers. This comes amid the rise of a free AI assistant from Chinese startup DeepSeek, raising concerns about U.S.

and the National Innovation Center of Vietnam announced today the AI-Semiconductor Conference (AISC) 2025. The conference will bring together over 1,000 global industry leaders from Google ...

We recently published a list of 10 AI News Investors Probably Missed. In this article, we are going to take a look at where Advanced Micro Devices, Inc.