Asml CEO requires more than low-precious AI models like DeepSeek

The Dutch semiconductor manufacturer ASML, more than China DeepSeek, more than the demand for the AI ​​chips, as CEO Christophe Fouquet, CEO Christophe Fouquet.

Asml Estimates for both sales and earnings for the fourth quarter At the end of 2024, about 36 billion euros ($ 37.4 billion) increased the reserve of an order. The news caused a jump in the shares of the company because the investor was afraid of fear that the DeepSeek model of the semiblesek was frightened.

Deepseek’s new R1 model, Tech world with a storm with a storm with a storm with a storm with a storm, Froquet, which is opposed to a part of the Frapment, said that the demand is not seen in a slow sign in the AI.

“The lower price of the EU can be more applied. We see more than a time of time. We see this as an opportunity to claim more chips,” Fouquet said in the interview of CNBC’s Arjun Charpal.

“For Hiperscaler, Capex (capital costs) are held today,” he said. “They invest heavily in R & D. They want to do it.”

Hyperscalers include cloud computing giants like Microsoft, Amazon and Google.

Last week, DeepSeek R1, a Open source justification model claiming that Openai defeated O1 model both of the value and performance. Open source software is freely developed in the open web to reduce source code, mumilication and redistribution.

Deepseek’s new model’s growing consciousness caused a severe slip This week, in technology resources, among a possible retardation concerns in spending in strong graphic processing units required to prepare and operate AI workloads.

Nvidia About $ 600 billion in market capitalization Monday – The largest single drop for any company in the US history – ASML and other semiconductor shares also receive serious losses.

Both NVIDIA and ASML rescued shares at the end of the week.

Fouquet, Deepseek’s both AI Hiperscalers, during Wednesday interviewed, not differentiated with the effects of both hyperscalers and chipmakers. While acknowledged that the “many discussions” around Aspesh, Asml CEO said that the company’s company did not hear from customers asking the model of the company’s demand by chip.

“AI really, really in the next few years – not only with hyperscalers, we all need a CNBC to eliminate two things in our phone, PC, not only.

“We believe that everything will go to the AI’s value, in fact, it will allow applications to go to many, because it will allow more devices.”

DeepSEEK asked the most advanced AI models to prepare and operate, Openai and Microsoft, an eneperaI and Microsoft, which are leading AI players such as Openai and Microsoft.

This, in turn, may require high-precision extreme ultraviolet (EUV) machines, used to print the most advanced microchips. EUV instruments consists of 3 billion euros from 3 billion euros from 7.1 billion euros in the fourth quarter-reservation.