Headline: JSR Welcomes AI Innovations as Semiconductor Demand Surge Expected
Introduction:
JSR Corporation, a leading supplier of photoresists for semiconductor manufacturing, anticipates a surge in demand driven by the advent of DeepSeek's affordable artificial intelligence (AI) model.
DeepSeek's Impact on Semiconductor Industry:
According to Kenichi Emoto, executive officer at JSR, the Chinese startup's cost-effective AI technology will ignite long-term demand for semiconductors. JSR's photoresists are crucial for ASML Holding NV's lithography machines, but they also serve other segments of the semiconductor supply chain.
JSR's Optimistic Outlook:
Emoto emphasizes that advancements in AI technology are beneficial. Despite industry disruptions, he believes it will not significantly impact JSR's operations. The emergence of innovative AI solutions is seen as a positive trend.
Consolidation Efforts in Japan:
JSR, following its delisting last year, has advocated for consolidation among Japanese materials makers. These businesses play a vital role in the semiconductor supply chain, including silicon wafer fabrication, industrial gas production, and sealant manufacturing. Emoto reiterates the need for domestic players to collaborate rather than compete in the face of rising investment costs. While progress in consolidation talks has been slow, JSR remains hopeful for future developments.
Japan's Industrial Competitiveness:
JSR aims to build a robust materials manufacturer to enhance Japan's industrial competitiveness. This consolidation strategy seeks to strengthen the country's position in the global semiconductor supply chain.