Japan -related stocks related to chips fell on Monday Chinese artificial intelligence startup Deepseek The potential challenges of the United States’ global leadership in the United States have attracted people’s attention, which threatened part of the Asian technology company, which is part of the AI ​​value chain that the United States relies on.

Stocks of semiconductor test equipment suppliers BestVery important Nvidia Among its customers, it fell 7.99 %. Tokyo Electronics was reduced by 3.94 %, while Renesas Electronics fell 0.4 %.

SoftBank GroupHaving a chip designer arm, taxi after 5.4 % Last week’s transaction was higher On CEO Masayoshi son plans to invest $ 100 billion in the United States

The head of Ortus Advisors stock strategy Andrew Jackson told CNBC via email: “Japanese chip stocks are selling sharply, and we have seen the value of the growth name.”

He added that stocks related to data centers will also be improved by high -level technical infrastructure expenditures.

Stocks of wires and cable companies Furukawa and Fujikura It also dropped 9.8 % and 8.16 %.

Deepseek launched a free open source large language model in late December, claiming that it is Only two months The cost is less than $ 6 million. Last week, the laboratory launched R1, which is a reasoning model that surpassed OpenAI’s latest O1 in several third -party tests.

The development of the new situation has aroused concerns about the large amount of funds from large -scale technology companies have been investing in AI models and data centers. Deepseek must also be with Difficult semiconductor restrictions The U.S. government puts it in China, limiting the opportunity to get advanced chips.

“Although Deepseek will be proven to be feasible and cheaper alternative for a long time, the initial concerns are concentrated on whether the American technology giants are threatened and their large AI expenditure needs to be re -evaluated.” Yeap said in a report.

Deepseek The free application has been the most downloaded Apple’s iPhone.

Japanese chip stocks fell by 1.62 % as the Nasdaq futures decreased by 1.62 % in Asia.

Jackson added: “From the perspective of the Nasdaq futures, we may also have a difficult journey tonight.”

Canadian American venture capitalist and CEO of Social Capital, Chamath Palihapitiya, said: “With this cheap, many new products and experiences can now try to win the hearts of the people around the world. ” Speaking on the social media platform XHe believes that the volatility of the stock market will seek the value of re -pricing the “magnificent 7” company.

He said: “Out of obvious reasons, NVIDIA is the most risk.”