ASML CEO Says Low-Cost AI Models Bring Opportunities, Stock Price Jumps 12%

ASML’s Positive Stance on Low-Cost AI Models
On January 29, ASML Holding NV CEO Christophe Fouquet said during a press conference that any news that lowers costs is good news for ASML. Previously, the launch of a low-cost chatbot by Chinese startup DeepSeek caused market fluctuations. However, Fouquet believes this brings more opportunities for ASML.

Market Opportunities Brought by Cost Reduction
Fouquet pointed out, “Lowering costs means AI can be used in more applications, and more applications mean more chips are needed.” As AI becomes more widespread, AI chips will be extensively applied in various sectors. Fouquet emphasized that ASML remains optimistic about the market’s outlook and expects more companies to enter the field.

Strong Q4 Financial Report
At the same time, ASML released a strong Q4 earnings report, with order volumes more than double analysts’ expectations. This performance growth was mainly driven by the booming AI industry. Following the announcement, ASML's stock price surged 12% on the Amsterdam stock market, reaching €722.10 per share, the largest single-day gain since March 2020. Earlier, due to DeepSeek's latest AI model, ASML's market value had once evaporated by €19 billion (about ¥1.44 trillion RMB) on Monday.

Driving AI Popularization
ASML CFO Roger Dassen stated during the press conference, “If we can lower costs, improve accessibility, and enhance energy efficiency, it will help drive the popularization of AI, making it a necessary democratized technology.” He believes that reducing costs and improving energy efficiency will allow more companies and users to enjoy the benefits of AI, further promoting market growth.

Conclusion
ASML has a positive outlook on the emergence of low-cost AI models, believing they will bring more market opportunities and drive the popularization of AI. With strong Q4 earnings and optimistic market expectations for the future, ASML's stock price surged 12%, reflecting investor confidence in its future development.