{"id":200,"date":"2025-01-30T11:00:43","date_gmt":"2025-01-30T11:00:43","guid":{"rendered":"https:\/\/pcreacondicionados.com\/blog\/asml-se-rebota-espera-el-salto-ai-de-deepseek-para-impulsar-la-demanda-de-chips\/"},"modified":"2025-01-30T11:00:43","modified_gmt":"2025-01-30T11:00:43","slug":"asml-se-rebota-espera-el-salto-ai-de-deepseek-para-impulsar-la-demanda-de-chips","status":"publish","type":"post","link":"https:\/\/pcreacondicionados.com\/blog\/asml-se-rebota-espera-el-salto-ai-de-deepseek-para-impulsar-la-demanda-de-chips\/","title":{"rendered":"ASML se rebota, espera el salto Ai de Deepseek para impulsar la demanda de chips"},"content":{"rendered":"<div id=\"article-main-content\">\n<p>Las acciones en ASML se han recuperado del golpe infligido por los avances de IA de Deepseek. Celebrando los resultados, ASML predijo que la aparici\u00f3n repentina de los modelos de bajo costo aumentar\u00e1 la demanda de las m\u00e1quinas de semiconductores de la empresa.<\/p>\n<p>El precio de las acciones de la compa\u00f1\u00eda aument\u00f3 en m\u00e1s del 10% el mi\u00e9rcoles despu\u00e9s de que el negocio holand\u00e9s report\u00f3 pedidos impresionantes por su equipo de fabricaci\u00f3n de chips. Las herramientas producen los semiconductores m\u00e1s avanzados del mundo, y ASML es la \u00fanica compa\u00f1\u00eda que los fabrica.<\/p>\n<p>Esta posici\u00f3n dominante ha convertido a ASML en la segunda empresa tecnol\u00f3gica m\u00e1s valiosa de Europa. Pero el negocio fue sacudido el lunes por el r\u00e1pido progreso de la IA de Deepseek.<\/p>\n<p>La semana pasada, la compa\u00f1\u00eda china lanz\u00f3 un nuevo chatbot y modelos con una impresionante combinaci\u00f3n de alto rendimiento y bajo costo.<\/p>\n<p>Los resultados enviaron acciones tecnol\u00f3gicas en espiral. Nvidia estableci\u00f3 un precedente alarmante, sufriendo la ruta m\u00e1s grande en <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-01-27\/asml-sinks-as-china-ai-startup-triggers-panic-in-tech-stocks\" target=\"_blank\" rel=\"nofollow noopener\">historia del mercado<\/a>.<\/p>\n<p>Las acciones en ASML cayeron hasta un 12%. Pero la compa\u00f1\u00eda ha sido revitalizada por fuertes resultados de 2024.<\/p>\n<p>La firma report\u00f3 ventas anuales totales de \u20ac 28.3bn, justo por encima de su pron\u00f3stico de \u20ac 28 mil millones. Mientras tanto, las reservas netas aumentaron a \u20ac 7.1bn en el cuarto trimestre de 2024, 169% por encima de los \u20ac 2.63 mil millones reportados en el tercer trimestre.<\/p>\n<p><span>Christophe Fouquet, CEO de ASML, espera que crezca la demanda de las m\u00e1quinas de la compa\u00f1\u00eda. \u00c9l <a href=\"https:\/\/www.cnbc.com\/2025\/01\/29\/asml-earnings-report-q4-2024.html\" target=\"_blank\" rel=\"nofollow noopener\">le dijo a CNBC<\/a> que el negocio se beneficiar\u00e1 del aumento de los modelos AI de bajo costo desarrollados por personas como Deepseek.<\/span><\/p>\n<div class=\"group\">\n<p>\u00abUn costo m\u00e1s bajo de IA podr\u00eda significar m\u00e1s aplicaciones\u00bb, <span>Maldito<\/span> dicho. \u201cM\u00e1s aplicaciones significa m\u00e1s demanda con el tiempo. Vemos eso como una oportunidad para m\u00e1s demanda de chips \u201d.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Las acciones en ASML se han recuperado del golpe infligido por los avances de IA de Deepseek. Celebrando los resultados, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":201,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-200","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>ASML se rebota, espera el salto Ai de Deepseek para impulsar la demanda de chips -<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pcreacondicionados.com\/blog\/asml-se-rebota-espera-el-salto-ai-de-deepseek-para-impulsar-la-demanda-de-chips\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ASML se rebota, espera el salto Ai de Deepseek para impulsar la demanda de chips -\" \/>\n<meta property=\"og:description\" content=\"Las acciones en ASML se han recuperado del golpe infligido por los avances de IA de Deepseek. 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