ASML, AI and DeepSeek

DeepSeek rise blurs ASML’s AI-driven recovery
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph machines used to make chips soared by 8% on Wednesday thanks to booming demand from semiconductor manufacturers such as TSMC .
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
Without addressing the specifics of DeepSeek’s model, ASML CEO Christophe Fouquet told CNBC he sees no sign of a slowdown in demand for AI chips.
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ASML stock rises after earnings beat as CEO says DeepSeek will drive AI chip demand higher
ASML stock rose nearly 6% premarket after the Dutch semiconductor equipment company posted better than expected fourth quarter earnings and its CEO dismissed concerns over DeepSeek AI.
Low-Cost AI Models Like DeepSeek to Boost AI Chip Demand Says ASML CEO
DeepSeek’s much-hyped low-cost AI revolution could be a positive for companies supplying the tools for furthering the technology’s adoption,
DeepSeek is a friend not a foe, says ASML chief executive
ASML chief executive says lower-cost AI models will boost chip demand. He doesn't see DeepSeek as a threat for AI hyperscalers either.
ASML rebounds from DeepSeek hit, expects AI advance to boost demand for chips
ASML shares have bounced back from the impact of DeepSeek. ASML predicts that low-cost AI models will boost demand for the firm's machines.
ASML CEO makes case that DeepSeek is positive for chip demand
Computer chip equipment maker ASML's CEO on Wednesday made the case that the advent of efficient AI models such as one China's DeepSeek has launched is a net positive for chip markets. Christophe Fouquet said that perceptions of AI spending are skewed by the massive investments being made by "hyperscalers" - companies such as Google,
ASML CEO says DeepSeek efficiency unlikely to affect AI demand
CEO Christophe Fouquet said the news of DeepSeek developing a large language model more efficiently should not affect chip equipment manufacturers. ASML shares ticked up nearly 5% by afternoon trading on Wednesday.
ASML Surges Most Since 2020 as AI Investments Fuel Orders
ASML Holding NV surged the most since 2020 after booking orders worth twice as much as analysts expected, as the artificial ...
ASML Orders Exceed Forecasts as AI Chip Demand Remains Strong
The company posted orders well above analysts’ expectations for the fourth quarter as chip makers scrambled to get their ...
ASML to report Q4 earnings amid hopes and fears over DeepSeek, Trump
Investors will seek reassurance that ASML's AI-dependent growth outlook for 2025 is secure despite a selloff sparked by China ...
ASML boss cites ‘Moore’s law’ for DeepSeek optimism as he warns investors to get ready for more AI ‘elephants in the room’
The CEO of Dutch chipmaking giant ASML warned investors they needed to get used to more DeepSeek-style “elephants in the room ...
China years behind ASML’s chipmaking machines, CFO Dassen says
Chinese companies have made technological leaps that have surprised observers despite attempts by the US to stifle Beijing’s ...
ASML to stop publishing most-closely watched metric - bookings
Top computer chip equipment maker ASML has decided to stop publishing the most closely-watched figure in its quarterly financial results, new order bookings, saying it is too "lumpy" and leads to ...
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AI boom gives ASML unexpected boost
Despite a dip in annual net profit, ASML maintained its 2024 sales forecast. China accounted for 27% of Q4 sales but is expected to decline. Market jitters over China’s DeepSeek AI model and U.S.
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Big tech earnings: Live updates as Tesla misses expected earnings
Latest earnings for four Magnificent Seven stocks are announced this week. Tesla shares fall then rebound after earnings miss ...