duv

#KospiCrashes11%OnChinaDUVChipThreat
📉 KOSPI fell 11% in a day—the biggest drop since 2008. The reason: China has created its own DUV lithography machines competing with ASML. This undermines the US and EU export-control strategy.
Trading was halted by a circuit breaker for the ninth time this year. Samsung and SK Hynix lost 13–15%, dragging the index down. Markets in Asia and Nasdaq felt the ripple effect.
China’s #DUV is cheaper and more scalable, even though it still lags in precision for now. This changes the game for the entire semiconductor supply chain.

We’re watching the reports #Samsung and SK Hynix this week—they may provide guidance.

DYOR.👇

5 domestically produced DUV lithography tools have triggered a broad sell-off in global semiconductor stocks.

Will this be the “DeepSeek moment” for the chip industry, or yet another case of the market overreacting?

According to a report by The Information, a company with state-owned capital backing from Shanghai has started mass production of domestic immersion DUV lithography tools. This year, it plans to deliver 5 units; next year, it plans to expand to 20 units. Target customers include SMIC, HUA HONG Group, and UNISOC Memory.

After the news broke, the global chip sector quickly came under pressure:
📉 ASML fell by more than 8% at one point during the trading session, triggering a volatility trading halt;
📉 Applied Materials dropped 7.7%;
📉 Lam Research fell 8.5%;
📉 SanDisk slid by nearly 13%, while SK hynix, Micron, NVIDIA, and others also pulled back in tandem.

What really makes the market tense isn’t the five devices themselves, but the underlying progress in the industry.
In 2023, Huawei used DUV multi-patterning to introduce the Kirin 9000S; in 2025, SMIC began testing domestic immersion DUV; and now there are reports that it has entered the mass production and delivery stage.

This pace is faster than what many institutions had previously predicted.

That said, it’s still important to stay rational. Five tools are still far from changing the global lithography landscape. Currently, the target process is still mainly 28nm. Multi-patterning theory could continue to advance, but what truly determines competitiveness is long-term stable operation, yield, precision, and reliability—all of which still need time for validation. ASML delivered 131 immersion DUV tools last year, with total system shipments exceeding 500 units. At this stage, the two sides are still not on the same scale.

So, this looks more like a shock to expectations rather than a product revolution that has already been fully validated.

What the market is worried about isn’t that 5 units were delivered today, but that China’s semiconductor industry is moving from “impossible” to “testing,” and then to “mass production,” with the timeline continuously shrinking.

In summary, this is an important milestone for China’s domestic immersion DUV moving from R&D into customer validation. However, replacing ASML across the board still requires a long process of engineering validation and industrialization. Personally, unless there are other negative surprises, I don’t see systemic risk in the near term.

#半导体 #芯片 #DUV #ASML

🇨🇳 Latest update: Reuters reports that China has begun producing domestically made DUV chip manufacturing equipment, challenging ASML's dominant position. #比特币 #芯片 #DUV

🚨 #KospiCrashes11%OnChinaDUVChipThreat
Wow... what a day in the market! The KOSPI has had such a important drop that it is clear that all markets are paying attention to this movement.

In light of the growing concerns regarding China's development of DUV chip technology and the ongoing race between nations to develop the best semiconductors, many investors are becoming increasingly nervous about the potential impact that such developments will have on the global markets.

You can literally feel the fear spreading across the market. 😰📊

But honestly, this is where things get interesting. Is this just a panic-driven sell-off of the stock price or are we witnessing the start of something much bigger?

Markets can be quite brutal when the element of fear takes over but often, the biggest drops in the markets are also the biggest opportunities for those who want to profit from such events.

For now, I'm staying patient and watching the charts for any signs of movement in cryptocurrency markets. 🧠🛡️

Do you think the KOSPI will bounce back or is more pain coming for the South Korean economy?

#KOSPI #China #DUV #Semiconductors