CEO Christophe Fouquet told CNBC on Wednesday that ASML, a Dutch semiconductor equipment manufacturer, predicts that new low -cost models launched by Chinese Deepseek will lead to more demand for AI chips.
ASML Estimation of sales and profits in the fourth quarter It also said that the backlog of order at the end of 2024 was about 36 billion euros (US $ 37.4 billion). As investors worry that Deepseek’s model may cool down, the news prompted the company’s stock to jump.
Fouquet said that when the details of the new R1 model revealed by DeepSeek, the model made a high-level leading American player with a large part of the cost with a small performance. AI -centric chip demand slows down does not show signs.
In an interview with CNBC’s Arjun Kharpal’s Arjun Kharpal, “lower cost of AI may mean more applications. More and more applications means that more demand is needed over time. We think this is a Increase the chance of chip demand.
He said: “For super standards, capital expenditure (capital expenditure) is used today for investment.” “They make a lot of investment in R & D (R & D). They continue to want to do so.”
Hyperscalers refers to cloud computing giants, such as Microsoft, Amazon, and Google. These giants are investing in the data center infrastructure of the AI ​​model in large quantities.
Last week, Deepseek released R1 The open source reasoning model claims to defeat the OPNAI O1 model In terms of cost and performance. Open source software source code can be provided free of charge on Open Web for modification and reorganization.
Deepseek drama
Know more and know the new model of DeepSeek Cause serious downturn In this week’s technical inventory, the powerful graphic processing unit may be layoffs in the powerful graphic processing unit required for training and running AI.
Nvidia Lost a market value of nearly $ 600 billion On Monday, this is the largest single-day decline in any company in American history-and ASML and other semiconductor stocks also lost huge losses.
Since then, the stocks of NVIDIA and ASML have resumed some foundations later this week.
In a Wednesday interview, Deepseek’s impact on AI high standards and chip manufacturers did not seem to be shocking. ASML CEO stated that when he acknowledged “many discussions” around DeepSeek, his company had not heard the news of customers and asked the impact of Chinese companies’ models on chip demand.
He told CNBC: “Let AI really lifelike in the next few years, not only living with Hyperscalers, but also in our PCs in PC-we need AI to solve two things: cost and energy consumption “” “
Fouquet added: “We believe that any thing that will develop towards the direction of cost reduction in AI may actually be news, because this will enable applications to use more and more devices.”
DeepSeek revealed the problem of search expenditure of AI player (such as OpenAI and Microsoft), a leading AI player such as NVIDIA graphics processing unit, which is required for training and running the most advanced AI model.
Conversely, this may trigger the demand for ASML high -precision extreme ultraviolet (EUV) machines, which are used to print the most advanced micro chips. Among the 7.1 billion euros ASML reported in the fourth quarter of net reservations, EUV tools accounted for 3 billion euros.
