Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales

The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact is not expected to deter US tech giants from investing heavily in AI infrastructure, fueling optimism for semiconductor equipment makers eyeing the AI chip opportunity.

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DeepSeek emerges as China’s AI powerhouse, raising competitive stakes for Apple

During Qualcomm’s latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices. He highlighted that DeepSeek-R1 strengthens Qualcomm’s competitive position, as its chips are optimized for efficient on-device AI processing, reducing dependence on cloud-based computing.

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