Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.

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Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), ...

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The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...

The United States Commerce Department is investigating whether DeepSeek has been using restricted US semiconductor technology, according to a report by ...

AI semiconductor revenue grew 220% YoY to $12.2B, now comprising 41% of total semiconductor revenue. VMware contributed $5.8B in Q4 FY24 revenue, with a 70% operating margin and >50% OpEx reduction.

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...

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.