Employees transfer the semiconductor test on the assembly line of the Advantest Corp factory in Ura, Japan on August 10, 2012.
Tomohiro Ohsumi | Bloomberg Gety pictures
Japan's chip -related shares fell on Monday The start of the Chinese AI Deepseek It raises concerns about the potential challenge to the global leadership of America in artificial intelligence that threatens Asian technology companies part of the American -based artificial intelligence series.
Semiconductor testing equipment supplier AdvantagesWhat matters Nafidia Among its customers, 7.99 % decreased. Tokyo Electron 3.94 % decreased, while Rnesas Electronics decreased by 0.4 %.
SoftBank collectionWhich has the arm of the chips designer, slip 5.4 % yet Trading above last week On the CEO Masayoshi Son plans to invest $ 100 billion in the United States
“The shares of Japan's chips are sharply selling on Depsic fears and we see a rotation of growth names to value,” Andrew Jackson, head of the Ortus Advisors Strategy to CNBC.
He added that the shares related to the data center, which were strengthened by spending on the higher technology infrastructure, will also be hit.
Stocks of wire and cable companies Vorocawa and Fujikura It also decreased 9.8 % and 8.16 %, respectively.
Deepseek launched a free model and a large source of language in late December, claiming that it was developed in Only two months At a cost of less than 6 million dollars. Last week, the Laboratory R1, a thinking model that exceeded the latest O1 in Openai in many third -party tests.
The new developments raised concerns about the large amounts of the money of major technology companies that invest in artificial intelligence models and data centers. Dibsic also had a confrontation with Semiconductor restrictions The United States government has placed China, which limits access to advanced chips.
“Although it remains to see whether Deepseek will prove that it is an applicable and cheapest alternative in the long run, initial concerns are focused on whether the US pricing power of modified technology is threatened and if the huge artificial intelligence spending needs to be re -evaluated,” he said, ” IG market expert on the Junrong Yeap market in a note.
Dibsic The free application has become the most downloaded on iPhone from Apple.
The decrease in the shares of Japanese chips comes as future NASDAC decreased by 1.62 % during trading hours in Asia.
Jackson added: “Based on this step in the future Nasdak, we may be on an about tonight in the United States as well,” Jackson added.
“With this cheap model, many new products and expertise can now appear in an attempt to win the hearts and minds of the world population,” said Chamath Palbaiteia, Canadian American investment capitalist and executive director of Social Capital. He said on the social media platform xWho sees fluctuations in the stock market as capital markets will seek to re -prosecut the values of “wonderful” companies 7.
“Nafidia is the most at risk for clear reasons,” he said.
