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ASML, AI and DeepSeek
ASML CEO makes case that DeepSeek is positive for chip demand
Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one China's DeepSeek has launched is a net positive for chip markets. Christophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - companies such as Google,
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
ASML stock rises after earnings beat as CEO says DeepSeek will drive AI chip demand higher
ASML stock rose 4.3% Wednesday after the Dutch semiconductor equipment company posted better than expected fourth quarter earnings and its CEO dismissed concerns over DeepSeek AI.
DeepSeek rise blurs ASML’s AI-driven recovery
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .
ASML CEO says DeepSeek efficiency unlikely to affect AI demand
CEO Christophe Fouquet said the news of DeepSeek developing a large language model more efficiently should not affect chip equipment manufacturers. ASML shares ticked up nearly 5% by afternoon trading on Wednesday.
ASML rebounds from DeepSeek hit, expects AI advance to boost demand for chips
ASML shares have bounced back from the impact of DeepSeek. ASML predicts that low-cost AI models will boost demand for the firm's machines.
2d
on MSN
ASML shrugs off DeepSeek worries, reports big influx of orders in Q4
By Nathan Vifflin and Toby Sterling Eindhoven, NETHERLANDS (Reuters) -Shrugging off fears prompted by Chinese AI firm ...
2d
ASML stock recovers from DeepSeek turmoil after surge in orders
ASML, the maker of advanced microchip-making equipment, on Wednesday reported better-than-expected earnings after foundries ...
2d
DeepSeek Will Be Good for Business, ASML Chief Says
DeepSeek prompted a major sell off of tech stocks this week, but ASML's chief says the artificial-intelligence upstart could ...
3d
on MSN
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
2d
Never Mind DeepSeek, Buy ASML After Stellar Earnings
ASML's valuation reflects potential for substantial growth and profitability, making it attractive at current levels. Click ...
1h
DeepSeek: what you need to know about the Chinese firm disrupting the AI landscape
Nvidia’s Blackwell chip – the world’s most powerful AI chip to date – costs around US$40,000 per unit, and AI companies often ...
1d
on MSN
ASML boss cites ‘Moore’s law’ for DeepSeek optimism as he warns investors to get ready for more AI ‘elephants in the room’
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...
2d
on MSN
Tech stocks stage partial recovery after market rout sparked by DeepSeek's rise
Nvidia closed higher on Tuesday as some investors seized an opportunity to buy the chip giant at a discount following its ...
Business Times
2d
DeepSeek shows China playbook for even bigger US Shock on chips
The success of DeepSeek’s new AI model points to how China might eventually achieve an even bigger technological breakthrough ...
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