DigiTimes Reported Earlier, ASML May Offer Special-Version DUV Lithography That Prohibits Its Chinese Customers From Transitioning To Sub-28nm Process Manufacturing, Citing China Sources
Portfolio Pulse from Charles Gross
DigiTimes reports that ASML may offer a special-version DUV lithography that prevents its Chinese customers from transitioning to sub-28nm process manufacturing, according to China sources.

July 04, 2023 | 7:19 pm
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NEGATIVE IMPACT
ASML's decision to offer a special-version DUV lithography could impact its relationship with Chinese customers and potentially affect its market share in China.
ASML's decision to restrict its Chinese customers from transitioning to sub-28nm process manufacturing could lead to a decrease in demand for its products in China, potentially affecting its stock price negatively.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
As ASML is a significant Dutch company, any major changes in its business operations could potentially impact the EWN ETF, which tracks the performance of Dutch companies.
ASML's potential decision to restrict its Chinese customers could negatively impact its business performance, which could in turn affect the EWN ETF as ASML is a significant Dutch company.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
NEGATIVE IMPACT
FXI, an ETF that tracks Chinese large-cap stocks, could be indirectly affected by ASML's decision, as it could impact the performance of Chinese tech companies included in the ETF.
ASML's decision to restrict its Chinese customers from transitioning to sub-28nm process manufacturing could negatively impact the performance of Chinese tech companies, which could in turn affect the FXI ETF.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
SPY, an ETF that tracks the S&P 500, could be indirectly affected by ASML's decision, as it could impact the performance of tech companies included in the ETF.
ASML's decision to restrict its Chinese customers from transitioning to sub-28nm process manufacturing could negatively impact the performance of tech companies, which could in turn affect the SPY ETF.
CONFIDENCE 60
IMPORTANCE 50
RELEVANCE 40