A salesperson on Thursday, March 5, 2009, showed Elpida Memory Inc. memory chip in an e -store in Tokyo, Japan.
tomohiro ohsumi | Bloomberg | Getty image
The stocks of Japanese and chip -related companies lasted the next day because the AI ​​competitiveness of Chinese startup Deepseek questioned the United States’ leadership in the field.
Semiconductor test equipment supplier Best Side of more than 10 %, Tokyo Electronics Fall 3.6 %, and Renesas electronic product A 2.29 % transaction on Tuesday was reduced.
SoftBank GroupHaving a chip designer arm, taxiing 5.26 %. Stocks related to data centers have continued to be hit, and the wires and cable companies Furukawa and Fujikura have decreased by 8.22 % and 8.1 % respectively.
Deepseek released a free open source large language model in late December, claiming that it was created within two months Budget is less than $ 6 millionEssence Last week, the laboratory launched R1, which is a reasoning model that wins the latest O1 of OpenAI in several third -party tests.
Andrew Jackson, director of the equity strategy of Ortus Advisors, said: “Today, there will be more pain today today.”
Jackson wrote in an email: “The biggest question is whether the United States will abuse their methods, relax chips and SPE restrictions, because they (current) are invalid, but they still try to exacerbate things.” DeepSeek must drive the US government to right to right. China’s strict semiconductor restrictions are limited, and the restrictions are limited, and the China has obtained the opportunity to get advanced chips.
The goal of this Chinese artificial intelligence company is to stand out from the competitors By paying attention to its reasoning capabilities, the model creates a “thought chain” before providing the final answer to improve its response accuracy.
Citi Analysts wrote in a comment: “Deepseek is the risk of the United States’ outstanding narrative, and further questioned the” magnificent 7 “dominance.”
The “big mistakes” were sold in chip stocks
Chip giant NVIDIA Lost a market value of nearly $ 600 billion On Monday, in the United States, a company’s company’s stock price fell 17 % in March 2020, and a company’s company reduced the largest day. However, the more defensive area to the US market Help relax Monday loss.
Overnight, other stocks related to CHIP in the international market also decreased. Dutch chip company headquarters ASML and ASM International The situation seen during the European transaction time decreased. Micron and Arms hold The decrease of more than 11 % and 10 %, respectively.
Richard Kaye, an analyst at Global Asset Management Group, said DeepSeek is either based on existing reasoning infrastructure or it will stimulate new AI demand.
“In these two cases, the strength of the semiconductor is still very high,” Kai told CNBC via email.
He added: “Semiconductor equipment inventory, Tokyo Electronics, ASML, and the depth of application materials is a mistake.”
