Disruption or long-term opportunity?


Futuristic businessman pointing to glowing abstract brain generated by AI

THE investment landscape for artificial intelligence (AI) is undergoing a transformation, driven by recent developments such as DeepSeek. While some fear that this open-source AI model may disrupt the sector, leading to uncertainty in semiconductor investments, others see it as a long-term opportunity.

Franklin Templeton says it is “too early to draw any conclusions at this point” but remains committed to “exploring the current and new growth synergies across the AI value chain”.

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