One of the chip industry giants just posted financial results that helped assuage the fears of many when it comes to AI investing. That company is ASML (NASDAQ: ASML), a Dutch equipment manufacturer vital to the semiconductor industry. Shares of ASML dropped nearly 6% on Jan. 27 after news surrounding the Chinese company DeepSeek became widely publicized. A report that the firm built an open-source AI model, rivaling ChatGPT, for just $6 million sent many chip stocks plummeting. By the Jan. 29 close, ASML had recovered around half of that loss.
Below, I’ll detail the important news from ASML’s earnings. I’ll provide an updated outlook on the stock and break down how ASML’s results affect the broader semiconductor industry. I’ll also share why ASML executives see DeepSeek’s accomplishment as an opportunity rather than a risk.
