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.

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.

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 .

The semiconductor equipment maker posted earnings of 91 cents a share on revenue of $4.38 billion for the quarter, beating analysts' expectations.

ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.

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.

Teradyne Inc . (NASDAQ:TER), with its substantial market capitalization of $18.71 billion, has emerged as a key player in the burgeoning artificial intelligence (AI) and semiconductor testing markets,

Several experts, including Elon Musk and Howard Lutnick, nominated to head the US Commerce Department, recently suggested that DeepSeek had found ways to avoid US sanctions. Analysts suspect that Deep