💡Rumors of China’s mass production of DUV lithography machines shake the semiconductor sector; related tech stocks fell collectively overnight: SNDK plunged 11%, ASML dropped 5.8%, and Nvidia also fell 5%.
Market expectations for independent semiconductor equipment supply chains are changing rapidly—what do you think about this adjustment? Is it an emotional overreaction or a reshaping of the landscape?
#半导体 #光刻机 #Nvidia
Market expectations for independent semiconductor equipment supply chains are changing rapidly—what do you think about this adjustment? Is it an emotional overreaction or a reshaping of the landscape?
#半导体 #光刻机 #Nvidia