We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against Coatue’s other most important AI stocks.

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.

Despite risks like geopolitical tensions and high capital expenses, TSMC's long-term vision and market leadership make it a compelling investment. Read more here.

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

DeepSeek’s low-cost AI models are expected to spur demand for semiconductors over the long term, the Japanese chip materials supplier said.

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.

DeepSeek’s success is not based on outperforming its U.S. counterparts, but on delivering similar results at significantly lower costs. The AI price war has begun.

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

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents.

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 .

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.

The stock market showed resilience after Monday's DeepSeek-spurred sell-off in AI hardware stocks. Apple, Tesla, Microsoft led big earnings.