Likes ReceivedJust telling the honest truth, quietly buy the dip $ASML(ASML.US).
How significant is the real impact of CXMT and domestic DUV on the storage industry's big three?
In just one day, the 'Big Three' in storage took two punches from China. One is the annual domestic DUV lithography machine, which arrived last night. The Information reported that an unnamed state-owned Shanghai company has begun limited production of its domestic immersion DUV lithography machines, targeting deliveries of about 5 units this year and around 20 by 2027, with the first batch going to SMIC, Hua Hong, and CXMT. Last night, US stocks plummeted. The other is the capacity shock from CXMT. Yesterday, CXMT opened at 49.50 yuan, a 472% increase over its issue price...
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