DeepSeek has rattled large AI players — but smaller chip firms see it as a force multiplier
While the emergence of DeepSeek has hit Nvidia's stock, smaller AI chip companies say they're experiencing increased demand ...
Here's the $280 billion reason that AI-chip stocks will be just fine
Investors still worrying about chip stocks in light of fears of lower spending on AI can breathe a sigh of relief now that Amazon has joined in with three other Big Tech companies committed to massive ...
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DeepSeek: ChatGPT killer or just another hype train? We compare it against ChatGPT and Gemini
DeepSeek made waves recently due to its impressive capbilities and low development costs. But is it really that great? We ...
Renesas Upcycle Begins as Automotive and Industrials Inventory Corrections Ends
Renesas is likely to increase outsourcing as it offers more advanced chips. We believe investing 6% of revenue on capital spending is sufficient, which consists of converting old 200mm capacity for ...