Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models. DeepSeek's innovation could shrink demand for AI data center chips, which might hurt suppliers like Nvidia.

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Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), Marvell Technology ( MRVL -18.96%), and Arista Networks ( ANET -23.50%), which fell 14.4%, 18%, and 21.9%, respectively, as of 1:11 PM EDT.

The United States Commerce Department is investigating whether DeepSeek has been using restricted US semiconductor technology, according to a report by

The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .

The S&P 500 and Nasdaq fell sharply, mainly due to a sell-off in Nvidia and other chipmakers. This comes amid the rise of a free AI assistant from Chinese startup DeepSeek, raising concerns about U.S.

ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.

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and the National Innovation Center of Vietnam announced today the AI-Semiconductor Conference (AISC) 2025. The conference will bring together over 1,000 global industry leaders from Google ...

"AISC 2025 marks a pivotal moment in the evolution of AI and semiconductor technologies," said Dr. Christopher Nguyen, General Co-Chair of AISC. "We're bringing together the world's foremost ...

Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies are shifting towards domestic and regional sourcing