Asia tech stocks fall as DeepSeek sows doubts about AI spending

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Asian technology stocks were read on Monday after anxiety over the worldwide artificial intelligence investment and the impact of the Chinese Start-Up DIPSEC.

Japanese chip companies disco corporation and Nvidia Partner Advantest declined by 2.6 percent and 5.5 percent respectively, and China’s top chipmaker SMIC decreased by 2.5 percent. Overnight trading in the United States indicates that AI Beluther Nvidia was ready to open Friday’s closure.

As the markets digest the diminishes as they digest Unexpected progress of the dipcWhich published her R1 last week – Openai’s ChatzPT rival – Silicon Valley’s huge AI Capex costs and artificial intelligence expressed doubts about US technical stability on the technical end.

“DEPSEC R1 is AI’s Sputnic Mix,” Venture Capital Investor Mark Andersen wrote on the Social Media Site X, comparing this publication with the waking call of the Soviet Union’s first satellite in orbit.

DEPSEC hit the top of the App Store Download Chart in the US Monday. Small start-up claims that competitive models are being made on bootstrapped budget, which will result in the internal of the industry to question whether it was necessary A few billions of dollars Our Creating AI Chip Clusters for large language model training.

“It seems that China was not lazy, even the technology agencies were not lazy, and the rules of investment were set up on Berkless,” said Berkless’s EM Macro and FX chief Mito and FX’s chief Mitul. Cotcha says.

“They are surprised to find that they are able to achieve high-end technology. The The It seems to be the change in the feeling today. “

Earlier Monday afternoon, the Hong Censh Index in Hong Kong increased by 0.9 percent, operating by the Chinese technology agencies listed in the region, including Tensent and Alibaba. China AI Agency Eflitech has increased by 1.75 percent.

Tokyo traders said that stocks like Monday’s sales tokyo electron and Fujikura were focused on the view, which has increased in recent months due to higher exposure to AI investment.

“This is definitely DEPSEC,” a tokyo-based fund manager of a sudden drop in Japanese Tech Shares says the market is adjusting to the idea that the hardware spent on AI — a theme that Japanese companies can benefit — it may be much less than the current assumption. The

The Furukwa is electronic, which cables for data centers, especially since November, have seen intense profits, but its shares have dropped by more than 5.5 percent on Monday, which has been the biggest percentage of the 225 average of 225 on the benchmark.

One of the largest brokerage traders in Japan said it was hard to say how long the pain would last and whether it was the beginning of a large salesbud.

The Tokyo markets were expected to follow them when the next day was open, the person said, they added that some clients were using DEPSEC News as an excuse to lock news in stocks that have performed well since the beginning.

Others have noted that sales stops in large Japanese tech stocks are trigging the widespread root in Japanese stocks. Topics increased on Monday, because the market reacted to 0.25 percent of last week Increase interest rates By the Bank of Japan.

Japan’s three largest bank shares – MUFG, SMFG and Mizuho – all have risen to about 1 percent in this expectation that increasing interest rates will make strong domestic profits.