Semiconductor Firms Race to Secure Supply Chains Amid Growing AI Chip Demand
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
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Is Going to Soar After Jan. 29
Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.
Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
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.
ASML boss cites ‘Moore’s law’ for DeepSeek optimism as he warns investors to get ready for more AI ‘elephants in the room’
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.
ASML stock rises after earnings beat as CEO says DeepSeek will drive AI chip demand higher
ASML Shares Surge After Orders Beat Forecasts as AI Chip Demand Remains Strong
DeepSeek rise blurs ASML’s AI-driven recovery
2025 Semiconductor Outlook: Investor Roadmap
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.
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Partners Cheer Intel’s Funding Boost, Say They’re Mixed On Its AI Efforts
Intel channel partners told CRN that the chipmaker is making the right move by boosting partner funding while citing concerns about its future and its ability to compete with Nvidia in the AI chip market.
ON Semiconductor: Cyclical Buy, Unaffected By DeepSeek
ON Semiconductor presents a strong buy opportunity with its promising growth potential, shareholder-focused strategies, and attractive valuation. See more.
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Chip Wars: DeepSeek's AI Disruption Shakes Tech Stocks
The article highlights the impact of DeepSeek's AI innovation on tech stocks. While European chip stocks rallied, U.S. stocks, including Nvidia, struggled. The emergence of DeepSeek's AI tool challenged ongoing industry beliefs,
ASML Stock Jumps as Strong AI Demand Lifts Bookings
ASML Holding shares are surging 6% in intraday trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.
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 stocks.
3 Artificial Intelligence (AI) Stocks I'm Buying on the Dip
Wall Street spiraled into panic mode Monday when Chinese artificial intelligence (AI) company DeepSeek unboxed a chatbot that reportedly matches OpenAI's capabilities, while requi