On August 10, 2012, employees were carrying semiconductor tester on the assembly line of ADVANTEST Company’s factory in Ora City, Japan.
Dama Zhibo | Da Liang Liangdian Bloomberg | Getty Picture Club
Japanese chip -related stocks fell on Monday Chinese artificial intelligence new company Deepseek It is worried that the global leadership of the United States in the field of artificial intelligence may be challenged and threatened 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’s stock price 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 that growth stocks turn to value stocks.”
He added that the relevant stocks promoted by the increased expenditure of technical infrastructure 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 questioned 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.
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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 limited restrictions on China to limit its advanced chip.
“Although in the long run, it remains to be observed whether DeepSeek will be proved to be a feasible and cheaper alternative solution. Need to re -evaluate.
Deep search The free app has been the most downloaded number of downloads 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.”
The Canadian American venturer and Social Capital CEO Chamath Palihapitiya said: “With such a cheap model, many new products and experiences can now appear to win the favor of people around the world. Expressed on the community media platform XHe believes that the stock market fluctuations are because the capital market will seek reorganization of the value of “Magnificent 7”.
“For obvious reasons, Nvidia faces the most risks,” he said.