Artificial Intelligence (AI) is an unstoppable trend. The US will remain strong, not just with OpenAI. Since DeepSeek has broken through the existing frameworks of Chinese enterprises and operates on ...
Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.
Why it matters: This affects sentiment as to TSMC’s earlier guidance of a mid-40s five-year AI revenue compound annual growth rate. DeepSeek’s model exacerbated concerns as to whether adding ...