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A comment on ASML to Ship First High-NA EUV Tool This Year: $300M per Scanner. Parent comment

Re:ASML to Ship First High-NA EUV Tool This Year: $300M per ... by throwaway4good on Thursday September 07, 2023 @01:04PM (#37422045)
Qualcomm (mobile phone SoC and modems) and Broadcom (5G radio chips) are two most directly hit by the Huawei breakthroughs:

https://finance.yahoo.com/quote/QCOM?p=QCOM&.tsrc=fin-srch

https://finance.yahoo.com/quote/QRVO?p=QRVO&.tsrc=fin-srch

(Funny it has taken the market almost a full week to realise just how big news the Mate 60 is.)

Apple will take a hit on the iPhone 15 sales in China but it is not going to be banned. The banning chatter (which has been there before) is basically China saying hey US - now that you see we have alternatives maybe you wanna cool it on the tech war ... or else.

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Re:ASML to Ship First High-NA EUV Tool This Year: $300M per ... by throwaway4good on Thursday September 07, 2023 @01:09PM (#37422142)
Actually it does not seem to be related to the China news as SMIC has suffered a similar loss in Hong Kong trading today:

https://finance.yahoo.com/quote/0981.HK?p=0981.HK&.tsrc=fin-...

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