Dutch photolithography manufacturer ASML Christophe Fouquet, CEO of Holding NV, said at a press conference on Wednesday that for ASML...Any news that reduces costs is good news. Previously, Chinese startups DeepSeek The launch of a low-cost chatbot triggered market volatility, but Fokay argues that it instead opened up more opportunities for ASML.
Fouquet noted, "Lower costs mean AI can be used in more applications, and more applications mean more chips are needed." With the popularization of artificial intelligence, AI chips will be widely used in various fields. Fukai emphasized thatASML remains very optimistic about the market outlookand it is expected that more and more companies will join this field.
Meanwhile, ASML reported strong fourth-quarter earnings, with its order book more than doubling analysts' expectations. This growth was mainly due to the booming artificial intelligence industry. On the news, ASML's share price rose 12% to €722.10 per share on the Amsterdam stock market, the biggest one-day gain for the stock since March 2020. Previously, ASML's market capitalization had evaporated 19 billion euros (note: currently about 144.037 billion yuan) on Monday due to the impact of DeepSeek's latest AI model.
Roger Dassen, ASML's CFO, said in a press release, "If costs can be reduced, accessibility improved and energy efficiency enhanced, this will help drive the adoption of AI as a necessary democratizing technology."