Global chip manufacturers rebounded because ASML called DeepSeek as “good news”
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After the revenue of the strong company of the Dutch Group ASML increased the previous day of the industry leader NVIDIA, the chip manufacturers in Asia and Europe rebounded on Wednesday.
ASML’s stock one of the largest technology companies in Europe has risen by 8.8 % in Amsterdam. CEO Christophe Fouquet cheers the appearance of DeepSeek. As the “good news” industry as a semiconductor.
Another chip stock ASM increased by 5.2 %, while the StoxX EUROPE 600 technology index rose 3.8 % instead of eliminating the defeat of Monday. In the middle of this session, StoxX Europe 600 benchmark increased by 0.7 %, while American futures were higher.
“To enable the artificial intelligence to be everywhere, we need to see major progress in cost and energy consumption.” He hinted that DeepSeek said that its AI model requires fewer chips to build, and it is better than from obeying The chips running in similar large systems are cheaper Openai.
Wednesday’s move was nearly 9 % after NVIDIA closed on Tuesday, and its market value on Monday fell by nearly one -third of the huge losses of nearly $ 60 billion.
Investors are still trying to find a small part of DeepSeek’s promise of developing AI tools with a small part of the cost of American competitors, which is called the “artificial moment” of the industry.
But analysts said that the sales of investors had previously intensified the scale of Nvidia’s betting on NVIDIA. NVIDIA was the main beneficiary of AI BOOM in the market.
Elyas Galou, a global investment strategist in the United States, said: “What happened on Monday was an extreme reaction, which was expanded by extreme positioning.”
He pointed out that the global technology stocks who entered the U.S. President Donald Trump’s inauguration ceremony were crowded and before the Tech Cellwethers’ income this week, including Meta and Microsoft.
He added: “Yesterday we saw a lot of purchases, including retail investors who supported the market today.”
ASML’s stock rising is after reporting the order of its most advanced chip manufacturing equipment.
Fouquet predicts that more deep shocks will occur in the next few months or years. ASML CEO said: “If there are no main participants being challenged, you can’t have this opportunity.” “I think you can’t define who is the winner of 2030 today.”
He believes that new entrants such as DeepSeek will accelerate the launch of the technology.
“Any person who reduces costs is actually a good news for us.” “Because low cost means that AI can be used in more applications, more applications mean more The chip also provides equipment for the people who manufacture chips. “
NVIDIA holds shares between small income and losses in the former market transactions on Wednesday. The futures market pointed out that the United States has rebounded further, and the contract tracks 0.5 % of Nasdaq’s shares, while the contract of tracking the S & P 500 index rose by 0.1 %.
Earlier, Japan’s high -tech Nikkei 225 closed at a closing price of 1 %, which helped the rebound of semiconductor stocks and artificial intelligence investors SoftBank.
Goldman Sachs wrote in a report on Tuesday night: “High -quality high -quality stocks can also provide some investment opportunities.” And added: “We think powerful companies will become stronger.”
In Tokyo, the most favorable closing price of NVIDIA suppliers increased by 4.4 %, while the semiconductor company Tokyo Electronics increased by 2.3 %. SoftBank ended for a day and increased by 2.4 %.
However, analysts warned that due to the achievements of DeepSeek, investors have digested the meaning of a large amount of AI investment in American technology, so the recovery has not completely revoked the panic waterfall.
“There is no like ah, there is nothing to rebound. This is just a reflection, Monday’s move is a bit too much.
