Citrini analyst: Progress in Chinese DUV is not surprising, sell-off of semiconductor equipment stocks such as ASML is excessive
BlockBeats news, on July 28, Citrini analyst Jukan posted on social media stating that China's progress in DUV lithography technology is not particularly surprising, as the market already had certain expectations regarding this.
He pointed out that the relevant report from The Information only cited remarks made by a professor from a Chinese transportation university at an internal meeting in June, without revealing any substantive information.
Jukan believes that, due to this news, the selling reaction among semiconductor equipment stocks such as ASML is excessive.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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