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I rated shares of ASML a strong buy in my last article on the semiconductor equipment firm -- DeepSeek Impact Exaggerated, Strong Buy -- because of resurgent demand for lithography systems as well ...
ASML is holding firm at key valuation floors despite trade tensions and TSM delays, supported by strong AI-driven demand.
DeepSeek is backed by High-Flyer Capital Management, a Chinese quantitative hedge fund that uses AI to inform its trading decisions. AI enthusiast Liang Wenfeng co-founded High-Flyer in 2015 ...
Major tech counters like Nvidia Corp and ASML Holding NV slid as much as 17% and 6%, respectively. Ng noted one notable aspect of DeepSeek’s AI models is their use of Nvidia’s H800 chips for ...
FIRST ON FOX: A powerful House Committee is demanding information from DeepSeek on what U.S. data it used to train the AI model as members accuse the company of being in the pocket of the Chinese ...
"No ASML. No Nikon. Just brute-force DUV ... Says Chamath Palihapitiya — Questions, How Alibaba Or DeepSeek Are One Step Ahead Huo said that these chips are symbolic of China's resilience ...
A little-known Chinese company had launched DeepSeek R1, an AI with capabilities comparable to OpenAI's ChatGPT. But since then, DeepSeek has come under scrutiny, with the head of Google's ...