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Microchip Technology Newsroom
Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.
Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.
Trump: The rise of DeepSeek should ring alarm bells for American companies.
DeepSeek breaks hardware limitations, sparking an intense online debate.
Liang Wenfeng, the founder of DeepSeek: The goal is to achieve AGI, not just short-term commercialization.
①DeepSeek has proven that, beyond the "miracle of great efforts" Scaling Law, AI large models may have another path to victory, a "DeepSeek Law." ② "The goal of DeepSeek is to achieve AGI, not just short-term commercialization," said founder Liang Wenfeng, adding that price reductions are not aimed at grabbing users but are based on cost declines and the pursuit of inclusive AI.
DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.
Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.
R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.
JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.
U.S. stocks closed | DeepSeek impacts Global computing power! The Dow Jones stood out, while the Nasdaq fell more than 3%, and NVIDIA plunged nearly 17%.
The Chip Index plummeted over 9%, Broadcom fell over 17%, Taiwan Semiconductor dropped over 13%, AMD and ASML Holding decreased by about 6%, and Oklo, a nuclear power stock that Altman bet on, fell nearly 26%.
Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?
Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.
Is Microchip Technology Incorporated's (NASDAQ:MCHP) 12% ROE Better Than Average?
Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.
In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.
Microchip Launches the Next Generation of Its Low-Noise Chip-Scale Atomic Clock Featuring a Lower Profile Height of Less Than 1⁄2 Inch
S&P 500 Futures Decline In Premarket Trading; Vertiv Holdings, Nebius Group Lag
Goodbye ChatGPT! Deepseek is on fire globally, topping the download charts of the App Store in the US.
① The domestic AI model Deepseek R1 caused a sensation in the AI community both at home and abroad upon its release; ② Currently, Deepseek has topped the free app download charts on Apple in both the Chinese and American regions, surpassing ChatGPT in the American region; ③ Deepseek has sparked heated discussions on overseas social media, with many technology enthusiasts stating that it has become a strong competitor to OpenAI and Meta.
Equities Fall Intraday as Traders Weigh Macro Data
Why Microchip Technology (MCHP) Shares Are Getting Obliterated Today
Discover 3 US Stocks Including Microchip Technology That May Be Trading Below Estimated Fair Value
J.P. Morgan has an optimistic outlook on the Semiconductors Industry: it will continue to benefit from AI and Datacenter demand, and the non-AI market will also recover.
JPMorgan released its latest research report on the Semiconductors Industry, providing an in-depth analysis of the current state and future trends of the Global semiconductor market.
MCHP Plummets 36% in a Year: How Should You Approach the Stock?
Microchip Technology Incorporated (NASDAQ:MCHP) Shares Could Be 31% Below Their Intrinsic Value Estimate
Here's Why Microchip Technology Incorporated (MCHP) Declined in Q4
The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?
Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.