Employees transfer semiconductor testers on the assembly line of the Advantest Corp factory. In ORA in Japan, August 10, 2012
Tomohiro Ohsumi Bloomberg Getty images
Actions related to chip in Japan fell on Monday Chinese startup Ai Deepseek It raises concerns about the potential challenge for America's global leadership in artificial intelligence, which threatens Asian technology companies part of the AI American chain.
Shares of equipment for testing semiconductors Advantageswhat matters Nvidia 7.99%fell among its clients. Tokyo electron fell by 3.94%, while RENESAS ELECTRONCS fell by 0.4%.
SoftBank groupwhich owns the arm of the chip designer, moved by 5.4% after Trade higher last week on the CEO Masayoshi Son plans to invest $ 100 billion in the USA
“Japanese stocks of chip are saving rapidly about Deepseek's fears and we see rotation of names in value,” said Andrew Jackson, head of the capital strategy at Ortus Advisors via e -mail.
He added that actions related to the data center will also be achieved, which have been increased by expenses for technological infrastructure.
Actions of wire and cable companies Vibrant AND Fujikura It also dropped by 9.8% and 8.16%, respectively.
The speed and concentration of China's progress on tokens is questioning Japan's own ambitions, said experienced investor Jesper Koll.
“We know that Japanese chips manufacturers are potentially world -class, but we also know that their ability to produce on a scale is limited; And you should worry that their speed of performance can win for the new will of China, “said Koll CNBC.
Deepseek launched a free, open model with a large language at the end of December, claiming that it was developed in Just two months at a cost below $ 6 million. Last week, the laboratory launched R1, a reasoning model that surpassed the latest O1 Openai in several tests of other companies.
Fresh events caused concerns about large amounts of money that large technology companies invest in AI models and data centers. Deepseek also had to fight Difficult semiconductor restrictions The US government has placed China, limiting access to advanced systems.
“Although it turns out if Deepseek will turn out to be a profitable, cheaper alternative in the long term, initial fears focus on whether the price strength of American giants is threatened and whether their massive AI expenses require re -evaluation” IG strateg, Junrong Yeap, said in note.
Deepseek It has become the most frequently downloaded free application Apple iPhone.
The fall of Japanese chip operations appears when NASDAQ's term contracts fell by 1.62% during trade hours in Asia.
“Judging by movement in Nasdaq Futures, in which we can also on a difficult ride tonight,” added Jackson.
“Thanks to the Tania model, many new products and experiences can now be attempted to get the hearts and minds of global population,” said Chamath Palhapitiya, Canadian-American Venture Capital and Capital Social Capital Capital Capital He said on the social media platform xwhich perceives the volatility on the stock exchange as capital markets, will try again to value the values of “magnificent 7” companies.
“Nvidia is most threatened for obvious reasons,” he said.