President Donald Trump has threatened to introduce tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.
Looking for the best semiconductor ETFs for 2025? See this list of ETFs which could help boost your exposure to semiconductor stocks.
Exchange-traded funds that invest in semiconductor stocks swung into positive territory on Tuesday, erasing losses seen earlier in the trading session after being beaten down Monday. The iShares Semiconductor ETF was up 0.
All told, Nvidia’s market share and its margins are bound to fall, and perhaps sooner than investors had thought before DeepSeek came on the scene. But there is still plenty of scope for it to remain a dominant player. And a wildcard remains: whether Mr Huang is truly the visionary his admirers believe him to be.
In a CNBC interview, Scale AI’s CEO Alexandr Wang disclosed that DeepSeek holds over 50,000 NVIDIA H100 chips, restricted from public discussion due to US export regulations. This revelation sparks discussions on AI competition and the impact of tech restrictions on international companies.
Shares of exchange-traded funds that hold semiconductor stocks were down Tuesday morning, extending Monday’s selloff sparked by DeepSeek fears. The iShares Semiconductor ETF, whose top holdings as of Monday included Broadcom Inc.
Monday’s trading session saw mixed results in the U.S. stock market. The S&P 500 dropped by 1.5% to 6,012.28, shedding nearly 90 points, while the NASDAQ fell 3.07% to 19,341.83. On the other hand, the Dow managed to trade up by 0.
EST Nvidia releases its first statement on DeepSeek as its stock dipped to a 18% loss on the day, calling the Chinese company’s model “an excellent AI advancem
Nvidia stock plummeted on Monday as news that a Chinese company had built an artificial-intelligence model that was competitive with Western rivals for a fraction of the cost provoked a panic in the chips sector.
Chinese start-up DeepSeek’s claims of a low-cost AI model ignited fears about competitive edge of US tech giants. Read more at straitstimes.com.
The tech industry has had an insatiable appetite for Nvidia’s chips over the last two years. But the feast may be over sooner than many had expected.