ASML stock sinks as China reportedly starts producing homegrown DUV chip machines

https://invezz.com/news/2026/07/27/asml-stock-sinks-as-china-reportedly-starts-producing-homegrown-duv-chip-machines/

44 points · 3 comments · view on lemmy.world

3 Comments

HowRu68@lemmy.world · 6 pts · 12d (2 replies)

Although it's clear China has a machine, what it can do, how much and when exactly, remains open for discussion at this point.

"Reportedly" and "citing people familiar with the matter" being key to the validity here. I remember reading another article (like this by lithography experts explaining the many pitfalls. Still the stock has tanked a net 4,6% driven by this news.

emergencyfood@sh.itjust.works · 4 pts · 12d (1 reply)

Still the stock has tanked a net 4,6% driven by this news.

My understanding is that a stock price will fall if people think that people think that it is in trouble, even if it is not in trouble.

HowRu68@lemmy.world · 3 pts · 12d

My understanding is that a stock price will fall if people think that people think that it is in trouble, even if it is not in trouble.

Yeah, exactly. Sentiment ( ~trust & prognosis) plays an important role in demand too, and thus in the stockprice.