On August 10, 2012, employees were moving the semiconductor tester on the assembly line of ADVANTEST Company’s factory in Ora City, Japan.
Dama Zhibo | Bloomberg | Getty Picture Club
Japanese chip -related stocks fell on Monday Chinese artificial intelligence startup Deepseek It is worried that the global leadership of the United States in the field of artificial intelligence may be challenged, which threatens Asian technology companies in the US artificial intelligence value chain.
Semiconductor test equipment supplier shares Edwan TestThis is very important Nivine Among its customers, it fell 7.99%. Tokyo Electronics fell 3.94%, and Ruisa Electronics fell 0.4%.
SoftBank GroupThe company with chip design company ARM fell 5.4% Last week’s transaction rose up About CEO Sun Zhengyi plans to invest $ 100 billion in the United States
Ortus Advisors stock strategy director Andrew Jackson said to CNBC via email: “Due to DeepSeek’s concerns, Japanese chip stocks are selling sharply, and we see growth stocks to value stocks.”
He added that data centers related to the increase in technical infrastructure expenditures will also be hit.
Electric wire and cable company stock Guchuan and Vine warehouse It also fell 9.8%and 8.16%, respectively.
Jesper Koll, a senior investor, said that the speed and focus of China’s progress in the chip field have made Japan’s own ambitions.
Cole told CNBC: “We know that Japanese chip manufacturers may become a world -class chip manufacturer, but we also know that their large -scale production capacity is limited; worrying that their execution speed may lag behind China’s new victory is correct, it is correct of.”
Deepseek launched a free, open source large language model at the end of December, claiming that it is in Just two months The cost is less than $ 6 million. Last week, the laboratory launched the reasoning model R1, surpassing Openai’s latest O1 in many third -party tests.
These new progress has aroused concerns about large technology companies in artificial intelligence models and data centers. Deepseek must also deal with Strict semiconductor restrictions The U.S. government has restricted China to limit its advanced chips.
“Although it will be proved to be a feasible and cheaper alternative in the long run, it remains to be observed, but the initial concerns are threatened by the pricing ability of American technology giants, and whether their huge artificial intelligence expenditure needs to need Re -evaluate “IG market strategist JunRong Yeap said in a report.
Deep search The free application that has been downloaded the most times Apple’s iPhone.
As Japanese chip stocks fell, Nasdaq Futures fell 1.62%during the Asian transaction period.
Jackson added: “From the trend of the Nasdaq futures, the United States may experience a difficult period tonight.”
Canadian American venture capitalist and Social Capital CEO Chamath Palihapitiya, “With such a cheap model, there are many new products and experiences that try to win the favor of the people around the world. “” ” Expressed on the social media platform XHe believes that the stock market fluctuations are re -priced by the capital market for the value of the “Magnification 7” company.
“For obvious reasons, Nvidia faces the most risks,” he said.