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.

TSMC founder Morris Chang on Acquired podcast says he remembers when Intel approached Apple about iPhone chips, pausing discussions with TSMC.

Despite its 171% gain last year, investors can still get their hands on Nvidia stock at a reasonable valuation -- about 30 times fiscal 2026 earnings estimates. Analysts are projecting a 51% increase in Nvidia's earnings next year to $4.45 per share, but the company may be able to beat that number based on TSMC's sunny outlook and capex spending.

TSMC's AI demand and robust financial health highlight its growth. Find out why TSM stock, along with DeepSeek’s contributions, is poised for future success.

Nvidia is moving the production of its Blackwell chips from TSMC's CoWoS-S to CoWoS-L advanced packaging technology.

TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.

NVIDIA CEO Jensen Huang says his company is working with TSMC to create new opportunities in robotics and autonomous vehicles, will fight Tesla.

Scrapping export restrictions on top-of-the-line GPU chips because of DeepSeek's s AI success would hand China a major win, says Toner.

All of that suggests demand for the chips the company manufactures is set to remain healthy, which is encouraging news for Nvidia shareholders too. TSMC's results point to better times for Nvidia ...

The semiconductor market is poised to expand in 2025. Investors, thus, should keep a tab on stocks NVIDIA and TSMC but avoid Advanced Micro Devices. Here's why -