Employees transport semiconductor test devices on the assembly line at the ADVANTEST Corp Factory. In Ura, Japan, on August 10, 2012.
Tomohiro Osumi Bloomberg Getty pictures
Fast -related Japanese stocks fell on Monday Chinese emerging artificial intelligence company Deepseek It raises concerns about the potential challenge to the global leadership of America in the field of artificial intelligence that threatens Asian technology companies, which is part of the American -based artificial intelligence series.
Arrows of semiconductor test equipment AdvanstistAnd it matters Nafidia Among its customers, it decreased by 7.99 %. Tokyo Electron fell 3.94%, while Renissas Electronics share fell 0.4%.
Soft Bank GroupThe ARM chips designer, decreased by 5.4 % after that Trading above last week On the CEO Masayoshi Sun’s plans to invest $ 100 billion in the United States
Andrew Jackson, head of the stock strategy at Ortus Advisors, told CNBC via email.
He added that the shares related to data centers, which were strengthened by increased spending on technological infrastructure will also be affected.
Stocks of wire and cable companies Vorocawa and Fujikura It also decreased by 9.8% and 8.16%, respectively.
Deepseek launched a free and open -language model for a big language in late December, claiming that it was developed in Only two months At a cost of at least $ 6 million. Last week, the R1 laboratory, a logical model that exceeded OPNAI’s latest OPNAI in many external tests.
The new developments have raised concerns about the large amounts that major technology companies invested in artificial intelligence models and data centers. Deepseek also had to deal with Strong restrictions on semiconductors The US government imposed on China, which limits access to advanced chips.
“While we remain to see whether Deepseek will prove that it is an applicable and cheap alternative in the long run, initial concerns are focused on whether the pricing power of American technology giants is threatened and whether their huge spending on artificial intelligence needs to be re -evaluated.” Junong Yeap, the market strategy in IG, said in a note.
Deep Sick The free application has become the most downloaded on IPhone Apple.
The decrease in the shares of Japanese chips comes with a decrease in the NASDAC futures by 1.62% during Asian trading hours.
Jackson added: “Given the move in the NASDAC’s future futures, we may face a difficult trip in the United States as well,” Jackson added.
“With such a cheap model, many new products and experiences can now appear in an attempt to gain the hearts and minds of the world’s population,” said Zhalithi, the American Canadian capitalist and CEO of Social Capital. He said on the social media platform xHe sees fluctuations in the stock market, where capital markets will seek to re -pricing the values of “Al -Rawa 7” companies.
“Invidia is the most vulnerable to clear reasons,” he said.
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