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.

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DeepSeek’s low-cost AI models are expected to spur demand for semiconductors over the long term, the Japanese chip materials supplier said.

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.

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,

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

The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room” as he projected optimism days after China’s surprise AI chatbot caused turmoil for Western tech stocks.

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As India works to solidify its standing as a global tech powerhouse, industry leaders expect that the budget will introduce policy measures aimed at fostering innovation, enhancing infrastructure, and

ASML Holding shares are surging 6% in intraday trading Wednesday after the Dutch semiconductor-gear manufacturer reported better-than-expected fourth-quarter results.