I would think that even if Huawei succeeds in lithography equipment- they may not succeed in selling anything to American, Korean or Taiwanese fabs. I wouldnโt worry at all.
Broadcom Ltd. CovidTanJan 1, 2023
If Chinese can make lithography equipment themselves, it would be a huge revenue hit for ASML. Thatโs why itโs bad for ASML stock
Western Digital Move2WhereJan 1, 2023
But no American or Korean or Japanese or Indian or Taiwanese or European company will buy from them. They can only sell within China. Keep in mind, US already has sanctions against any equipment sales to Chinese companies by American, Japanese , European companies. Also, they are light years away from producing copycat of ASML tools
I would think that even if Huawei succeeds in lithography equipment- they may not succeed in selling anything to American, Korean or Taiwanese fabs. I wouldnโt worry at all.
If Chinese can make lithography equipment themselves, it would be a huge revenue hit for ASML. Thatโs why itโs bad for ASML stock
But no American or Korean or Japanese or Indian or Taiwanese or European company will buy from them. They can only sell within China. Keep in mind, US already has sanctions against any equipment sales to Chinese companies by American, Japanese , European companies. Also, they are light years away from producing copycat of ASML tools