Taiwan Semiconductor Manufacturing Co Ltd

2330: XTAI (TWN)

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TSMC: Holding Our TWD 1,800 Fair Value Despite DeepSeek Prompting a Rethink of AI Investments

Phelix Lee

Jan 28, 2025

US-traded ADRs of TSMC tumbled 13% after Chinese artificial intelligence firm DeepSeek released its open-source reasoning model R1 that achieves capabilities on par with that of OpenAI and Google at a fraction of the latter's costs.

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Taiwan Semiconductor Manufacturing Co Ltd

TSMC: Holding Our TWD 1,800 Fair Value Despite DeepSeek Prompting a Rethink of AI Investments

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