Sales show the memory chips of Elpida Memory Inc. in the electronic store in Tokyo in Japan on Thursday, March 5, 2009.
Tomohiro Ohsumi Bloomberg Getty images
The shares of Japanese companies related to the chip expanded the declines on the second day, when the competitiveness of AI Chinese startup Deepseek questions the leadership of the United States in this field.
Supplier of the equipment for testing semiconductors Advantages moved by over 10%, Tokyo Electron fell by 3.6%, while RENESAS ELECTRONICS Trade 2.29% lower Tuesday.
SoftBank groupwhich owns the chip designer arm, moved by 5.26%. Actions related to data centers also still accepted the hit, and companies from the Furukawa and Fujikura cables and cables fell by 8.22% and 8.1%, respectively.
Deepseek published a free, large language open at the end of December Budget in the amount of under $ 6 million. Last week, the laboratory introduced R1, a reasoning model that exceeded the latest O1 OpenAI in several tests of other companies.
“Today there will be much more pain when we follow the US,” said Andrew Jackson, head of the capital strategy at Ortus Advisors.
“Big questions are whether the United States will turn to their approach and deregulate Chip and SPE restrictions, seeing that they are (currently) ineffective, or try even more,” wrote Jackson in an e-mail. Deepseek had to move in strict semiconductor restrictions imposed by the US government to China, which limited access to advanced systems.
The Chinese company of artificial intelligence aims to stand out from competitors Focusing on reasoning skills in which the model creates a “thinking chain” before it gives a final response to improving the accuracy of the answer.
“Deepseek is a threat to the American narrative of uniqueness, additionally questioning” great domination 7 “, wrote Citi analysts in the note.
Sale of chip actions “pretty good”
Giant chip nvidia lost almost $ 600 billion for market capital On Monday, registration of the company's largest decline in one day in the USA, the company had the worst day on the market since March 2020. After the price of the shares dropped by 17%. However, rotation to more defensive areas of the American market helped Monday losses.
Other actions related to chip on international markets have also decreased overnight. Dutch chip companies ASML AND ASM International Declines in European commercial hours have dropped. Micron AND Armament fell by over 11% and 10%, respectively.
Deepseek is either based on the existing infrastructure infrastructure, or stimulates the new demand for AI herself, said Richard Kaye, analyst Global Asset Management Group Comagest.
“In both cases, the intensity of semiconductors remains high,” said Kaye CNBC via e -mail.
“A deep decrease in semiconductor equipment, Tokyo Electron, ASML, materials used is quite a mistake,” he added.