Pantheon Macroeconomics

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13th Feb 2025 20:04Emerging AsiaWeekly Monitor

  • Chinese start-up, DeepSeek, shattered the idea that better chips equate to better AI models...
  • …Investors panicked, leading to a 6% plunge in TSMC shares after markets opened on February 3.
  • The panic was overblown, yet TSMC does face other serious headwinds.

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Keywords for: 17 February 2025 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence