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Taiwan Semiconductor Newsroom
DeepSeek has initiated a new paradigm of computing power! Is there a crack in the "NVIDIA faith", and has the era of AI ASIC quietly arrived?
DeepSeek R1 has emerged to significantly announce the new paradigm of "efficient reinforcement training + greatly simplified AI inference computing" as training/inference progresses.
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.
Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.
On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a
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%.
SMH Rout: DeepSeek AI Shakes Chip ETF to Worst Loss in 5 Years - How Holdings Fared
Taiwan Semiconductor Options Spot-On: On January 27th, 554.36K Contracts Were Traded, With 1.4 Million Open Interest
On January 27th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 554.36K options for the day, of which put options accounted for 42.09% of the total
Unusual Options Activity: JNJ, TSM and Others Attract Market Bets, JNJ V/OI Ratio Reaches 384.6
EST Jan 27th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Unusual Options Activity: NBIS, AMZN and Others Attract Market Bets, NBIS V/OI Ratio Reaches 163.9
EST Jan 27th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
10 Information Technology Stocks With Whale Alerts In Today's Session
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
U.S. stock market early session | DeepSeek's technological breakthrough triggers market panic! Chip stocks collectively decline, with NVIDIA dropping over 12%; some Chinese concept stocks and AI application stocks rise against the trend, with Dada surging
DeepSeek's technological breakthrough has caused market panic, as investors realize that competitive AI models can be produced at extremely low costs, potentially leading to a burst of the AI Stocks bubble. Several large Technology companies will release their Earnings Reports this week.
Semiconductor Stocks Stumble as DeepSeek Shocks the Market; See 10 Semi Names to Watch
Goldman Sachs: After the rise of DeepSeek, hedge funds have paused their bets on AI in the USA.
①Goldman Sachs released a report stating that with the strong rise of China's AI large model DeepSeek, hedge funds have begun to watch whether the AI model boom nurtured in the USA can be sustained; ②DeepSeek has raised market concerns about the cost of AI development and the USA's leading position in the field.
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.
Express News | U.S. stocks opened with the Dow Jones down 0.77%, the Nasdaq down 3.58%, and the S&P 500 Index down 2.2%. Semiconductors led the decline, with NVIDIA falling over 12% and Taiwan Semiconductor dropping over 11%. On the news front, DeepSeek raised concerns
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.
US Stock Preview | Did DeepSeek become a "black swan" in the US stock market? Nasdaq Futures fell nearly 4%, and the fear index rose more than 50% at one point; China Concept Stocks rose against the trend before the market opened, with Kingsoft Cloud up m
DeepSeek impacts Global computing power! Chip stocks in the US markets fell collectively before the opening, with NVIDIA dropping over 11%; the first Federal Reserve decision of the year is coming! A "pause in interest rate cuts" seems to be a done deal.
Why did NVIDIA drop significantly? DeepSeek gives its own reason: DeepSeek's technological breakthroughs have caused market panic.
The impact brought by the latest model from the domestic large model company DeepSeek continues to ferment overseas. On Monday, U.S. semiconductor stocks continued to decline before the market opened, with NVIDIA dropping more than 13%, ASML Holding and Broadcom falling over 10%, Taiwan Semiconductor decreasing nearly 10%, ARM down over 8%, and Micron Technology dropping nearly 8%. Interestingly, when DeepSeek analyzed the reasons for NVIDIA's sharp decline in the U.S. stock market, it listed several causes, including "DeepSeek's technological breakthroughs triggered market panic." The following analysis results come from DeepSeek; can you tell that this is the analysis provided by a large model?
Express News | DeepSeek has crashed again.