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” as he projected optimism days after China’s surprise AI chatbot caused turmoil for Western tech stocks.
DeepSeek rise blurs ASML’s AI-driven recovery
ASML CEO sees low-cost AI models like DeepSeek driving more demand — not less
ASML stock rises after earnings beat as CEO says DeepSeek will drive AI chip demand higher
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 intelligence boom fuels demand for its chipmaking machines.
ASML Holding: A Strong AI Play After Q4, Yet Not Without Risks
ASML Holding N.V.'s complex, high-cost business model and reliance on a few partners are mitigated by secular trends and continuous R&D investment. Learn more on ASML stock here.
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 hands on machinery to produce increasingly sophisticated semiconductors.
Why ASML Stock Jumped Today
ASML's shares rose by more than 7% today and were up by 4.1% as of 11:03 a.m. ET.
The Next Web1d
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 Q4: Anticipating Strong Growth Despite China Normalization
I reiterate a 'Buy' rating for ASML with a one-year target price of US$864 per share, driven by AI's continued growth.
ASML to stop publishing most-closely watched metric - bookings
Top computer chip equipment maker ASML has decided to stop publishing the most closely-watched figure in its quarterly financial results, new order bookings, saying it is too "lumpy" and leads to excessive volatility in its share price.
Why ASML Stock Is Popping Today
ASML Holding (NASDAQ:ASML) is rocketing higher on strong earnings. Up about $38 a share, the Dutch semiconductor giant reported a substantial jump in fourth quarter net bookings, which tells us demand for its chipmaking tools is still strong.
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ASML CEO Anticipates New Low-Cost AI Models
ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.
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AI boom gives ASML unexpected boost
Despite a dip in annual net profit, ASML maintained its 2024 sales forecast. China accounted for 27% of Q4 sales but is expected to decline. Market jitters over China’s DeepSeek AI model and U.S. trade restrictions sent ASML’s valuation down €19 billion.