Chipmaker manufacturers recover when ASML praised Deepseek as ‘good news’

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Chipmaker manufacturers in Asia and Europe revived on Wednesday after the company’s strong income from the Netherlands Group ASML added to the previous day’s protest by the NVIDIA industry leader. .

Stocks at ASML, one of the largest technology companies in Europe, increased higher than 6.7 % in Amsterdam when CEO Christophe Fouquet praised the arrival of DeepSeK, starting a Chinese business has caused a market. This week’s school, for good news for industry semi -industry.

ASM, another stock of the chip, increased by 5.1 %, while the Stoxx Europe 600 technological index increased by 3 %, more than eliminating habits on Monday. The StoxX Europe 600 benchmark increased by 0.6 % in the early afternoon, while the future of the United States has rarely changed.

For those who are everywhere, we need to see great progress in terms of cost consumption and energy, Mr. Fou Fouquet said, referring to Deepseek’s statements that its AI model needs less chips to build. And also cheaper to run than larger systems from Openai.

The fourth move to NVIDIA Closed Nearly 9 percent on Tuesday, recovering about one third of heavy losses has deleted nearly $ 600 billion from market capitalization on Monday.

Investors are still trying to find the market meaning of Deepseek to develop AI tools at a part of the US rival costs, called a Sputnik moment for the industry industry. .

But analysts say that the sell -off on Monday has become more serious by the absolute scale of previous bets of investors in NVIDIA, the main beneficiary of AI’s explosion in the market, school.

Elyas Galou, a global investment strategist at Bank of America, said that what happened on Monday was an extreme reaction amplified by extremist positioning, Mr. Elyas Galou, full investment strategist. The bridge at Bank of America said.

He pointed out the crowded positions in global technology stocks towards the inauguration of US President Donald Trump and before this week’s income from technology technologies including Meta and Microsoft.

We saw a lot of buying yesterday, including from retail investors, where the market support today, he added.

The increase of ASML’s stocks came after it reported more powerful orders than expected of its most advanced chips manufacturing devices.

Fouquet predicts that there will be more Deepseek shocks in the next months or years. You cannot have an industry with this opportunity without important players challenging, ASML’s executive director said. I don’t think you can define who is the winner today.

He argued that new participants like Deepseek will accelerate technology deployment.

Anyone who can reduce costs is actually a good news for us, Mr. Fouquet said. Because the lower cost means who can be used in more applications, more applications mean more chips. And we are trading in supplying equipment for chipers.

NVIDIA’s shares dropped by 2 % in market money transactions on Wednesday. Future markets indicate a stable expansion for NASDAQ and a decrease of 0.2 percent for S&P 500.

Earlier, Nikkei 225 weighing Japanese technology was closed for 1 percent, supported by the recovery in semiconductor stocks and AI SoftBank investors.

Asian market analysts at Goldman Sachs wrote in a note on Tuesday night that excessive high quality stocks can also provide some investment opportunities, in addition, we think that we think that Strong companies will become even stronger.

In Tokyo, NVIDIA Prosgest provider closed 4.4 % while the Tokyo Electron semiconductor company increased by 2.3 %. Softbank ended a day with an increase of 2.4 percent.

However, analysts warn that the recovery is not completely failed on the second day when investors digest the meaning of the heavy AI investment of US technology in the context of the city. The product of Deepseek.

There is no recovery as ‘oh, nothing’. It was just a reflection that the move of Monday was a bit too much, Mr. Mitul Koteche, the head of the macro strategy and foreign exchange strategy of the emerging market at Barclays.