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Taiwan Semiconductor Newsroom
DeepSeek Sell-off Offers Opportunities On Semicaps, Analyst Bumps Up Price Forecasts For KLA, Nova And Camtek
Shares of Technology Companies Are Trading Higher Amid a Rebound in the Broader Space, Which Sold off on Monday Amid AI Competition Concerns From China.
Trending Stocks Today | Eason Technology Shoots up 160.51%
January 28th - US stocks trending in regular trading hours.Gainers: $Eason Technology(DXF.US)$ surges 160.51% to $20.19 with a turnover of $64.03 million. $Silexion Therapeutics(SLXN.US)$ soars 81.03%
U.S. stock early market | The three major Indexes surged, with the Nasdaq up over 1%, Technology giants generally rose, Apple increased nearly 3% again, and Amazon and Meta both reached new highs.
US stocks opened higher on Tuesday, with the Nasdaq and S&P Index attempting a rebound after a sharp decline yesterday. The market continues to evaluate the potential impact of China's startup DeepSeek and its low-cost, high-performance AI large model on US stock AI Trading. Investors are also focusing on the Earnings Reports from Technology stocks such as Microsoft and Apple, as well as the Federal Reserve's monetary policy meeting.
U.S. stocks are moving differently | Taiwan Semiconductor rose over 1.5% as Analysts indicate that DeepSeek has little impact on its earnings.
Gelonghui, January 28 | Taiwan Semiconductor (TSM.US) rose more than 1.5%, reporting at $195.3. According to news, a report by Morningstar Analysts stated that the impact of DeepSeek on Taiwan Semiconductor's earnings could be minimal. Taiwan Semiconductor will continue to benefit from sustained AI spending in the long term, as existing supply is far from meeting demand. (Gelonghui)
US stock market outlook | The three major futures are slightly rising before the market opens! Chip stocks and Nuclear Power stocks are rebounding collectively, Vistra up over 4%, NVIDIA up over 2%; USA President Trump: DeepSeek sounds the alarm for the U
The AI craze has helped software giant SAP's cloud business sales increase by 27%, with the CEO praising DeepSeek; tariffs are increasing monthly! The new treasury secretary of the USA is promoting a "gradual universal tariff" starting at 2.5%, increasing by 2.5% each month, up to a maximum of 20%.
A historic opportunity to buy the "AI Chip" leader at the bottom? Individual investors are rushing against the trend towards NVIDIA, with record-scale bottom buying.
The DeepSeek storm sweeps through the AI market, as individual investors go against the trend to buy NVIDIA; is the demand for computing power still bright?
DeepSeek: not only a milestone in China's AI technology.
The explosive success of DeepSeek is not only a milestone for AI technology in China but also a "paradigm revolution" in the Global AI Industry.
A comprehensive read | DeepSeek released a new model on New Year's Eve, is the revolution of multimodal unification coming?
As Deepseek makes waves in the global AI community and prompts Wall Street to conduct a tense evaluation, it once again brings surprises to the world. At 12:28 AM on January 28, 2025, Peking time, the DeepSeek team released two multimodal frameworks - Janus-Pro and JanusFlow. This time, the focus is on Janus-Pro. Janus-Pro is an innovative framework for unified multimodal understanding and generation, an upgraded version of Janus, which significantly enhances the model's adaptability across different tasks by decoupling visual encoding.
OpenAI IAT Automobile Technology evaluates DeepSeek: will adhere to the current research path, computing power remains crucial.
Altman stated that IAT Automobile Technology will release better models and emphasized that more computing power is essential to achieving its mission.
Did DeepSeek sink the "Stargate"?
Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.
The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?
Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."
U.S. stocks evaporated a trillion dollars in a single day! After DeepSeek's explosive growth, the AI investment narrative is facing a century-old interrogation.
This Monday, the NASDAQ 100 Index fell by 3%, marking the largest decline in six weeks, nearly erasing the index's gains for the year, with a Market Cap decrease of nearly 1 trillion dollars compared to last Friday's close.
DeepSeek Likely to Have Minimal Impact on TSMC's Profitability -- Market Talk
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's surprise attack! Tariffs may be imposed on Semiconductors, compounded by the impact of DeepSeek, leading to a sharp decline in chip stocks across multiple Asia-Pacific markets.
Trump has taken action!
Trump: The rise of DeepSeek should ring alarm bells for American companies.
DeepSeek breaks hardware limitations, sparking an intense online debate.
Express News | U.S. stock night trading: chip stocks and Nuclear Power stocks rebound, with NVIDIA rising more than 2%.
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.