The Dutch manufacturer of ASML semiconductor equipment equipment expects new cheap models like the one that Chinese Deepseek has performed to lead to greater no less and lesser AI chips, the CNBC CEO of Christophe Fouquet on Wednesday.
Asml Beat estimates both for sale and profit in the fourth quarter And he said that an order of about 36 billion euros ($ 37.4 billion) was at the end of 2024. The news has encouraged the leap of the company’s shares because the investor is afraid that the Deepseek model could cool down the consumption of the semiconductor.
Without solving the specificity of Deepsek’s newly discovered R1 model, Storm Storm Storm took the reference values of performances that rival US players at the expense of the cost-fouquet said he did not see the signs of slowing down the demand for chips aimed at AI.
“The lower cost of AI could mean more apps. More apps mean more demand over time. We see it as an opportunity for more chips,” Fouquet said in an interview with CNBC Arjun Kharpal.
“For hyperscalers, chapex [capital expenditure] was spent today, “he said.” Are invested in research and development [research and development]. They still want it. “
Hyperscalers refers to a cloud computing giant such as Microsoft, Amazon and Google that invest in the infrastructure of the data center that powers AI models.
Last week Deepseek posted R1, The open code reasoning model that claims to beat the Openai O1 model both at the expense and on performance. The original open code software code is freely available on the open web for possible changes and redistribution.
Deepseek drama
Growing awareness of the new Deepseek model caused a strong fall In technological stocks this week, due to concern due to the possible reduction of consumption on powerful graphic units required for training and starting the work load of AI.
Nvidia Lost close to $ 600 billion in market capitalization On Monday-Finding a one-day fall for any company in American history-ASML and other semiconductor shares also achieved great losses.
Stocks and Nvidia and Asml have been recovering since then.
Fouquet appeared tireless because of Deepseek’s consequences on AI hyperscalers and lace during an interview on Wednesday. Although admitting that there is a “full discussion” around Deepsek, the ASML CEO said his company did not hear from customers who asked about the impact that the Chinese company model would have on demand for chips.
“To really come to life in the next few years – not only with hypersales, but also with all of us in our phone, PC – we need to deal with two things: consumption of costs and energy,” he told CNBC.
“We believe that everything that will go in the direction of lowering costs on AI, in fact, is probably news because it will allow applications to go to many, many more devices,” Fouquet added.
Deepseek detection has raised questions due to the eye consumption from the leading AI players such as Openi and Microsoft on the graphic units of NVIDIA graphics, which are needed to train and start the most advanced AI models.
This in turn could reach the demand for ASML’s high precise extreme ultraviolet (EUV) machines used to print the most advanced microchipos. EUV tools made up € 3 billion of 7.1 billion euros in Asml reported in net reservations in the fourth quarter.
