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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.

Foundry giant Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, released its fourth-quarter 2024 results on Jan. 16, and investors reacted positively to the company's performance as it not only beat Wall Street's expectations but also delivered better-than-expected guidance.

Microsoft and Salesforce could see greater adoption of their AI offerings if they pass cost savings on to customers. And Snowflake could benefit from a rise in database queries as AI proliferates.

On Monday, as DeepSeek’s recently introduced innovations wiped over $1 trillion off the value of U.S. stocks, and just days after announcing a privately funded $500 billion AI infrastructure push, President Donald Trump said DeepSeek’s rise was “a wake-up call for our industries that we should be laser-focused on competing to win.”

The US tried to limit China's AI advancements with chip restrictions. It may have fueled the innovation behind DeepSeek instead.

Stocks Feeling the Heat. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing (NYSE:TSM) stands against other stocks feeling the heat from the DeepSeek AI effect. Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this

When there's an innovative technology that's useful to the general population and it's affordable, people will use it, said Vic Shao, founder of DC Grid, which delivers off-grid, direct current power to data centers and electric vehicle charging stations.

Shares of exchange-traded funds that hold semiconductor stocks were down Tuesday morning, extending Monday’s selloff sparked by DeepSeek fears. The iShares Semiconductor ETF, whose top holdings as of Monday included Broadcom Inc.

The demand for semiconductors in India in the artificial intelligence (AI) era is likely to increase to 28 per cent by the end of 2026, close to the global expected demand of 29 per cent

Nvidia and other artificial intelligence chip stocks regained lost ground on Tuesday after Monday's ugly sell-off sparked by news related to China's DeepSeek.DeepSeek claims to have created an AI model that matches those of U.