The memory sales writer at Elpida Memory Inc. In a electronics store in Tokyo, Japan, on Thursday, March 5, 2009.
Tomohiro Ohsumi | Bloomberg Gety pictures
The shares in the companies related to Japan have extended the decline for the second day, as Deepseek calls on the Chinese AI to lead the United States in this field.
Semiconductor testing equipment supplier Advantages More than 10 % slide, Tokyo electron 3.6 % decreased, while Renisas electronics Trading 2.29 % lower Tuesday.
SoftBank collectionWhich has the arm of a chip designer, slip 5.26 %. Data center shares also continued to achieve success, as Furukawa and Fujikura 8.22 % and 8.1 %, respectively.
Deepseek released a large, free open source language model in late December, claiming that it was created in just two months with a Budget less than 6 million dollars. Last week, the R1 laboratory, a thinking model that excels over the latest OPNAI in many third -party tests.
“There will be a lot of pain that must be followed today and we are following the United States,” said Andrew Jackson, head of the stock strategy at Ortus Advisors.
“The big questions are whether the United States will turn into its approach and disrupt the restrictions of the chip and cosmetic that it sees as ineffective (currently) or trying to increase things,” Jackson wrote in an email letter. Dibsic had to navigate the semiconductor restrictions imposed by the US government on China, which limit access to advanced chips.
The Chinese artificial intelligence company aims to distinguish from its competitors By focusing on its logical abilities, the model creates a “series of thought” before providing the final answer to improve the accuracy of its responses.
City analysts wrote in a memo: “Debessic is a danger to the American exceptional narration, and he wonders about the dominance of” 7 “wonderful.
Selling in chips “completely wrong”
Giant Nvidia chip It lost nearly 600 billion dollars in the market market On Monday, it recorded the registration of the largest decline in a company in one day in the United States, and the company has published the worst day in the market since March 2020 after its share price decreased by 17 %. However, the rotation in more defensive areas in the United States market Dilute Monday losses.
Overncense, other arrows related to chips in international markets decreased. Chips companies in the Netherlands Asml and Asm International It witnessed declines during European trading hours. Micron and Arm More than 11 % and 10 % decreased, respectively.
Richard Kai, an analyst at the Global Asset Management Comts, said Dibsic either depends on the current infrastructure of reasoning, or will stimulate in itself a new request for artificial intelligence.
“In both cases, the semiconductor intensity remains high,” Kay told CNBC via email.
He added: “The deep fall in semiconductor stocks, tokyo electron, ASML, applied materials, a big mistake.”
