How come DUV lithography hurt SNDK the most?
As far as Im aware, it was assigned to CXMT for RAM production rather than NAND, even though we all saw the SNDK sell-off while MU showed somewhat strong resistance. What does this imply regarding tomorrow’s open?   submitted by   /u/Capital-Row6633 [link]   [comments]
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China begins making homegrown DUV chipmaking tools
July 27 (Reuters) - China has begun manufacturing domestically (DUV) lithography machines, The Information reported on Monday. The machines are expected to be delivered this year to leading Chinese chipmakers, including Semiconductor Manufacturing International Corp, opens new tab, Hua Hong Semiconductor opens new tab and ChangXin Memory Technologies. Chip stocks dropped after the report. Source: https://www.reuters.com/world/china/china-begins-making-homegrown-duv-chipmaking-tools-information-reports-2026-07-27/ Chip stocks about get cooked if they scale the production   submitted by   /u/BassFull0 [link]   [comments]
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