Japan Tech Selloff Extends as DeepSeek Pressures AI Stocks
(Bloomberg) – Shares of Japanese semiconductor companies including Stealest Corp. and Disco Corp.
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Supreme, which supplies Tests to Nvidia Corp. Chip Equipment Maker Disco Slid 9.5%, and Softbank Group Corp. retreated 6.7%. The latter erased its interests last week when it was collected in the news, the company plans to invest in an investment plan for artificial intelligence in the United States.
Other enterprises related to chip, including Lasertec Corp., Screen Holdings Co. and Tokyo ELECTRON Ltd. Everyone fell over 4%. In the United States, Nvdia has lost almost $ 600 billion in market capitalization on the Deepseek competition on investing concerns, which is widely viewed as a low price of the US Openai and Meta Platforms Inc..
“The fact that the value of AI is decreasing is negative for shares related to AI, and it is an irreversible trend,” said Sayada of the Tokyo Intelligence Laboratory. “The cost of semiconductors will be presented, which are involved in the creation of a general’s Emergency Situations, which is bad news for Japanese producers of Chip equipment.”
Deepseek’s influence “Stock Cause Stop in certain trading AI infrastructure programs” and “should be slowed in investments in AI, Pelham Smithress’s partner Pelham Smithers writes in a research note.
This is a blow to electricity generators who expected to invest in electricity demand from electricity demand from electricity to electricity centers. KYUSHU ELECTRIC POWER Co., TOYKYO ELECTRIC POWER Co. and Kansai Electric Power Co. has fallen by over 2% on Tuesday.
“It is only natural that sales will spread on the outskirts of the AI, like electricity production,” said Kioshi Ishghan’s General Director of Mitsubishi UFJ Asset Management.
Mitsubishi Heavy Industries Ltd., whose shares have jumped last week with the hope of stimulating demand for US gas turbine business, which fell by 8.6% at a moment.
Stocks of Furukawa Electric Co. and Fujikura Ltd., which have also fell into more than 8.5% of data centers. Fujikura, Furukawa Electric, Smallest, Mitsubishi Heavy and Softbank were all among the worst performers of Nikkei 225, located in Tokyo 11 in the morning. As of 30.
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