So basically ASML under the pressure of US
stop DUV immersion and after sale service to CHina and only the dry DUV and Krf allowed.
from 40% revenue in china to 20%, dropped half.
It's easier to replace desktop and server chips than phone SoC. You can do 7nm with the former.I think I am now getting the same feeling that siege got with his Boeing stock...
The thing is SMIC does not have enough FinFET production to replace X86 imports besides all the other chips they need to make.
What I do not get is why haven't they gone after Qualcomm yet. They have a known backdoor built-in to their chips.
Key US lawmakers are pressing the Biden administration to block Huawei Technologies Co. suppliers from buying American chipmaking gear, escalating efforts to prevent the sanctioned Chinese telecom giant from making progress on semiconductor manufacturing.
is there any reason you need to bold your text?Key US lawmakers are pressing the Biden administration to block Huawei Technologies Co. suppliers from buying American chipmaking gear, escalating efforts to prevent the sanctioned Chinese telecom giant from making progress on semiconductor manufacturing.
And that's not just the title, it's the entire summary in bright bold and big letters like a big announcement, breaking news, the real deal that's been announced a million times before or Maybe they guy thought if it wasn't big enough no one would see it or care.is there any reason you need to bold your text?