Semiconductor supply chain linchpin JSR sees DeepSeek boosting chip sales
JSR Corp, a key supplier of photoresists for semiconductor manufacturing, welcomes the introduction of DeepSeek's low-cost AI models, viewing it as a significant opportunity for growth in the industry. Kenichi Emoto, an executive at JSR, believes that the affordability of these AI systems will drive long-term demand for semiconductors, benefiting companies like theirs that supply essential materials for chip production.
JSR provides photoresists critical to the operation of ASML Holding’s advanced lithography machines, which are essential for producing cutting-edge chips. Their products are integral to various stages of the semiconductor supply chain, with major clients including Taiwan Semiconductor Manufacturing Co, Intel, and Samsung Electronics. Emoto expressed optimism that advancements in AI technology, such as those from DeepSeek, will positively influence their business, even if they do alter the competitive landscape of the industry.
via SCMP Full Text Feed
JSR Corp, a key supplier of photoresists for semiconductor manufacturing, welcomes the introduction of DeepSeek's low-cost AI models, viewing it as a significant opportunity for growth in the industry. Kenichi Emoto, an executive at JSR, believes that the affordability of these AI systems will drive long-term demand for semiconductors, benefiting companies like theirs that supply essential materials for chip production.
JSR provides photoresists critical to the operation of ASML Holding’s advanced lithography machines, which are essential for producing cutting-edge chips. Their products are integral to various stages of the semiconductor supply chain, with major clients including Taiwan Semiconductor Manufacturing Co, Intel, and Samsung Electronics. Emoto expressed optimism that advancements in AI technology, such as those from DeepSeek, will positively influence their business, even if they do alter the competitive landscape of the industry.
via SCMP Full Text Feed
