AI, ASML 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.
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. Read more here.
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 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 ...
3 Mega-Cap Artificial Intelligence (AI) Stocks Wall Street Thinks Will Soar the Most Over the Next 12 Months
And two kinds of stocks have plenty of momentum these days: mega-cap monsters with market caps of $200 billion or more and ...
The Next Web3d
DeepSeek AI impact hits Europe, sends ASML stock tumbling
Amid the market torment, DeepSeek has also sparked excitement. By offering powerful yet affordable open-source models, the ...
Critical chip firm ASML posts quarterly bookings surge on heated AI demand
Dutch semiconductor equipment maker ASML on Wednesday reported better-than-expected net sales and profit results for the ...
Why KLA, ASML, and Lam Research Stocks All Dropped Today
Valued on earnings, shares of Lam Research look the cheapest today, valued just a little over 25 times trailing earnings. KLA ...