DeepSeek emerged and recently launched the low-cost, high-performance AI model DeepSeek-R1.
Nvidia latest statement: DeepSeek will need more Nvidia AI chips in the future.
Nvidia has warned that its latest graphics cards, the RTX 5090 and RTX 5080, may soon be out of stock.
Intel cuts prices of its Xeon 6 “Granite Rapids” server processors by 30 percent.
ASML CEO said AI is a major change in the chip industry. ASML releases Q4 and full year results for 2024, with new orders worth €7.088 billion
The Trump administration’s order freezing federal funds, now blocked by a federal judge, could disrupt a $52 billion semiconductor subsidy program if it goes forward, according to people familiar with the matter.
Citi: Although DeepSeek’s success raises questions about the cost of AI development, AI spending should continue to grow strongly for now, noting that the Chinese company’s model is based on leveraging cloud service providers while the technology is still in its infancy.
Texas Instruments forecast falls short as semiconductor demand remains weak.
US President Trump: DeepSeek has sounded the alarm for the US industry. I believe that US companies can follow China’s example and develop cheaper AI technology.
