On Monday, DeepSeek's rollout roiled shares of AI stalwarts such as Nvidia, the high-flying manufacturer of advanced chips engineered for AI development, and Dutch company ASML, another chipmaker. The Chinese company's tech is raising questions about whether demand for Nvidia's chips could take...
ASML invests heavily in R&D, and it partners with many others to ensure it is at the forefront of innovation. Finally, the company understands the importance of talent to technology leadership. Because of its commitment to innovation, among other accomplishments, ASML...
The Taiwan Semiconductor Manufacturing Company (TSM) is the largest producer ofsemiconductorsfor other firms, controlling about 30% of the global market with almost $76 billion in revenues in 2022.23But companies with foundries subcontract some of this work as well:ASML, the Dutch semiconductor compa...
The headline numbers for Forge Global (FRGE) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
3. Is DeepSeek's open-source model a genuine effort to democratize AI, or is there a strategic motive related to China's AI ambitions? The open-source nature of DeepSeek's models raises questions about their true intentions. While the company claims to foster research, there are several st...
This company is expected to earn $5.62 per share for the fiscal year ending December 2025, which represents a year-over-year change of 87.3%. Analysts have been steadily raising their estimates for Krystal Biotech. Over the past three months, the Zacks Consensus Estimate for the company has ...
Over a decade ago, Intel spentbillionsinvestingin Dutch multinational ASML, which is today the most important company in chips. It’s the only firm in the world that manufactures machines capable ofpulverizing a ball of tin, using high-power lasers, such that it emits an extremely tight wavele...
Although TSMC is adding a lot of capacity, it might be too late to allow all the new players to get the capacity they need for their expansion. The low tool sales in Taiwan suggest that short-term capacity is not on the TSMC agenda; rather, the company is focusing on the Chips Act-...
Those contracted by fabless chipmakers themselves outsource parts of their job.For example,Dutch semiconductor company ASML, a pioneer inextreme ultravioletlithography, makes tools used by the Taiwan Semiconductor Manufacturing Company (TSMC) and other chipmakers.5 ...
DeepSeek's cloud infrastructure is likely to be tested by its sudden popularity. The company briefly experienced a major outage on Jan. 27 and will have to manage even more traffic as new and returning users pour more queries into its chatbot. ...