U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.

Artificial intelligence (AI) was the driving force behind many of the stock market's biggest winners in 2024. As big tech companies spend more and more on building out AI data centers and training large language models, several AI infrastructure companies are poised to continue benefiting throughout 2025.

The DeepSeek news is the “perfect time” for some bulls to take profit on names like Hong Kong-listed Semiconductor Manufacturing International and Hua Hong Semiconductor, says Morningstar.

TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.

TSMC, the world's largest contract chip manufacturer, produces advanced processors for clients such as Nvidia and Apple and has benefited from the megatrend in favor of AI.

Taiwan Semiconductor Manufacturing reported strong Q4 earnings, driven by surging demand for AI-optimized chips, signaling robust AI spending into 2025. Read more here.

Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where a

If growth at a reasonable price is the goal, the world’s largest contract chip manufacturer fits the bill. Strong demand for artificial intelligence chips has delivered a stellar quarter for Taiwan Semiconductor Manufacturing Co.

If there were any fears that spending on artificial intelligence (AI) infrastructure was about to slow down, that was put to rest when President Donald Trump announced the new Stargate AI project last week.

TSMC is at the center of AI growth, with the US relying on its chips. Read why TSM stock is a strong hold, as its success is key to US AI leadership.

Taiwan computer chip maker TSMC has reported its profit in the last quarter rose 57%, buoyed by the artificial intelligence boom.

U.S.-listed shares of Taiwan Semiconductor Manufacturing Co. rose in premarket trading Thursday after the world's largest contract chip manufacturer posted better-than-expected fourth-quarter profit and a bullish outlook for artificial intelligence demand.