(Bloomberg)-The shares of Japanese companies related to conductors, including Advantest Corp. And Disco Corp.
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Advantest, which supplies the laboratories of Nvidia Corp, has decreased by up to 11 %, heading to a 18 % decrease for two days, which is more than that since the market leakage in August. Disco -equipment maker Disco 9.5 % slipped, while Softbank Group Corp. 6.7 %. The latter has wiped its gains from last week, when it rose to the news, the company plans to commit $ 19 billion in the investment plan for artificial intelligence infrastructure in the United States.
All other chip -related companies have decreased including Lasestec Corp. And Screen Holdings Co. And tokyo electron ltd. More than 4 % at one point. In the United States, NVIDIA lost approximately $ 600 billion in the market value for the investor concern about the competition from Deepseek, which is widely seen as low -cost competition for Openai and Meta Platforms in the United States.
“The fact that the cost of artificial intelligence decreases is negative for shares related to the prosecution, which is an irreversible trend,” said Riotaro Sawada, an analyst at the intelligence laboratory in Tokai Tokyo. “The cost of semiconductors, which is involved in the creation of obstetric artificial intelligence, will also decrease, which is bad news for Japanese chip equipment makers.”
Bilham Smiths, Smiths Smithors, wrote that “Dibsic’s influence” will lead to a temporary stoppage in some commercial infrastructure plans “and” must cause slowing “in the investment related to the prosecution, in a research note.
This provides a blow to the power generators, who were expecting Amnesty International to calm electricity demand from energy -stained data centers. Kyushu Electric Power Co. shares decreased Tokyo Electric Power Co. And Kansai Electric Power Co. More than 2 % on Tuesday.
“It is normal for the sale to spread to the vicinity of the artificial intelligence sector, such as power generation shares,” said Kyushi Ishigan, chief box manager at Mitsubishi Ufj Management.
Mitsubishi Heavy Industries Ltd. And whose shares jumped last week in the hope of increasing the demand for artificial intelligence for its business in US gas turbines, by 8.6 % at some point, since August.
Furukawa Electric Co. shares decreased. Fujikura Ltd. , That make cables for data centers, more than 8.5 %. Fujikura, Voocaway, Advantest, Mitsubishi Heavy and SoftBank were among the worst performance in Nikkei 225, which decreased by 0.6 % as of 11:30 am in Tokyo.
However, Deepseek’s defeat may provide some long -term breaks for Japanese companies involved in making artificial intelligence, if they benefit from the technology of “saving costs” for the Chinese model to develop a similar model in the Japanese language, SMITHERS said.
-With the help of Aya Wagatsuma and Toshiro Hasegawa.
(Updates with analysts’ comments, graphs and details about power shares)
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