ASML's CEO, Christophe Fouquet, believes that the rise of AI models like DeepSeek will boost demand for advanced semiconductors. While hyperscalers like Google and Meta invest significantly in data infrastructure, the overall chip demand remains modest due to high costs. Fouquet emphasizes that diverse chip applications influence spending. He argues that lower costs are essential for making AI technologies widely accessible. Despite the short-term volatility in chip stocks triggered by DeepSeek's performance, Fouquet remains optimistic about long-term growth driven by AI utilization.
We believe that when it comes to the size of our business, the demand will come more from the use of AI than training large AI models, Fouquet said.
If the cost doesn't go down, you may continue to sell a few very expensive chips and make a few people very happy, but you will not basically bring this technology to the masses and the volume will remain small,
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