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Semiconductor supply chain linchpin JSR sees DeepSeek boosting chip sales

The Chinese start-up and its representation of cheaper AI systems will lead to a burst of demand for semiconductors over the long term, according to Kenichi Emoto, an executive officer at Tokyo-based JSR.
The Japanese company supplies photoresists – fundamental materials related to photolithography – for ASML Holding’s extreme ultraviolet light lithography machines, equipment now deemed essential for making the most advanced chips.

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Any development that pushes AI technology forward is a positive, Emoto said in an interview. Even if DeepSeek rewrites the industry map, “it won’t mean a big change for us”, he said. “The emergence of new AI technologies is a positive direction.”


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