Japan chips stock

Japan chips related actions fell on Monday as Deepseek China Startup It raises concerns about a potential challenge for the global leadership of the United States in artificial intelligence that threatens Asian technology companies that are part of the United States dependent value chain.

SUPPLIER SUPPLIER OF SEMICONDUCTOR TEST EQUIPMENT More advantageousThat counts Nvidia Among its customers, 7.99%fell. Tokyo Electron fell 3.94%, while electronics lasses fell 0.4%.

SoftBank groupwho owns the chip designer’s arm, slid 5.4% after Highest operation last week In CEO Masayoshi’s plans are to invest $ 100 billion in the United States

“Japan Chips actions are sold sharply on Depseek’s concerns and we are seeing a rotation by value growth names,” said Andrew Jackson, head of the capital strategy of Ortus Advisors, to CNBC by email.

The actions related to the data center that were promoted by the infrastructure spending of greater technology will also be affected, he added.

Cable and Cable Signature Actions Furukawa and Fujikura It also fell 9.8% and 8.16%, respectively.

Depseek launched a free open source language model at the end of December, claiming that it developed in Only two months at a cost of less than $ 6 million. Last week, the laboratory launched R1, a reasoning model that exceeded the newest OPENAI O1 in several third -party tests.

The new developments triggered concerns about large amounts of money that large technology companies have been investing in AI models and data centers. Depseek also had to deal with the Difficult semiconductor restrictions The United States government placed China, limiting access to advanced chips.

“While Deepseek remains to IA expenses need reevaluation. ” The IG Market strategist, Junrong Yeap, said in a note.

Veteran It has become the most downloaded free application in Apple iPhone.

The fall in Japanese Chip shares occurs when Nasdaq Futures fell 1.62% during Asia’s negotiation hours.

“Judging by the move in the futures of Nasdaq in which we can be on a difficult trip tonight in the United States too,” Jackson added.

“With such a cheap model, many new products and experiences can now arise trying to win the hearts and minds of the global population,” said Chamath Palihapitiya, capitalist of Canadian-American Risk Risk and CEO of Social Capital Capital He said on the social media platform XThat sees the volatility in the stock market, since capital markets will seek to appropriate the values ​​of the “magnificent 7” companies.

“Nvidia is the greatest risk for obvious reasons,” he said.