Several days have passed since Nvidia lost more than 400,000 million dollars in market value After the emergence of the new Artificial Intelligence Models (AI) of Deepseekwhich stand out for their power and efficiency. Despite a slight recovery in the price of its shares, the company led Jensen Huang faces another day in red. Its titles fall more than 5% compared to the previous day. The bearish trend extends to other American giants Microsoft, Apple and Google.
But not everything is bad news. ASMLone of the most important technological firms in Europe, is living a very encouraging moment. Their shares quoted at $ 683.35 yesterday Tuesday at the close of the market. This Wednesday, at the time of writing this article, They are negotiated at $ 713.98which translates into a growth of 4.48%. We are facing interesting fact if we take into account that the titles of the lithography chipos manufacturer also collapsed at the end of last week.
Hopeful future for the European company
There is still an hour for the closure of the Nasdaq stock market, but everything seems to indicate that ASML will close on Wednesday in positive. Is that the company based in the Netherlands has presented Its financial results for the fourth quarter which ended last December 31 and exceeded analysts’ estimates. Its turnover was 9,260 million euros (9,070 million euros were expected) and the net profit reached the 2,690 million euros (2,640 million euros were expected).
ASML’s actions in front of American companies this Wednesday, January 29 | Image: Yahoo Finance
The manufacturer of machines such as Twinscan Exe: 5000 or exe: 5200high -tech piece necessary to make avant -garde chips, has maintained its sales expectations for the current year. He is confident that he will get income from 30,000 and 35,000 million euros For 2025. It is an increase compared to 28,262 million euros invoiced in the last four quarters. The popular Chinese Deepseek does not seem to be a threat to ASML growth plans.
Christophe Fouquet, CEO of Asml
Current AI models have been created with computing power. Huge data centers running at full speed to train algorithms. Deepseek’s arrival has raised a scenario where the development of this industry It does not depend as much as the avant -garde hardware. Since Nvidia is the main supplier of specialized graphics for Data Centers, the company has paid the price with the collapse of its shares and, consequently, its market value.
The CEO of ASML, Christophe Fouquet, was optimistic at the arrival of low -cost models such as Deepseek. In statements to CNBC He said he hopes that the emergence of this company will generate more demand for semiconductors, instead of reducing it. “A lower cost of AI could mean More applications. More applications mean more demand over time. We see it as an opportunity for a greater demand for chips, “said the executive. We will see if we are right.
Images | ASML
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