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Export Restrictions are ASML's Biggest Threat, not China","url":"https://stock-news.laohu8.com/highlight/detail?id=2654003801","media":"Dow Jones","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654003801?lang=en_us&edition=fundamental","pubTime":"2026-07-28 17:57","pubTimestamp":1785232620,"startTime":"0","endTime":"0","summary":"0956 GMT - ASML faces a bigger threat from the U.S. Match Act--draft bipartisan legislation that could block the group's China sales--than it does from Chinese competition, Jefferies analysts write. Shares in the Dutch maker of lithography machines fell sharply Monday on investor concerns that a Shanghai-based company is selling its homegrown version of ASML's deep ultraviolet machines to Chinese chip makers. However, the analysts say \"the impact from Shanghai Yuliangsheng's sales will be limited, compared to the headwind from the potential passing of the Match Act,\" the analysts say. Blocking ASML's access to the Chinese market could knock revenues by around 15%, the analysts say. ASML shares drop 2% Tuesday, after losing 8.5% in the last session.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GSID","ASMU","FFGX","ASMH","LU2543165471.USD","DBEU","ILOW","LU0084288322.USD","LU2063271972.USD","IE0004445239.USD","HBMX","LU0097036916.USD","DBEF","IE00BD6J9T35.USD","IFLR","LU0345774631.USD","PQNT","LU0823434740.USD","EPAI","CGIC","IEFA","CHPX","BK4588","LU1734074674.USD","BK4585","ASMG","LU0345774391.USD","BK4147","03165","EFA","LU0823434583.USD","FENI","BK4543","ASML"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654407012","title":"One Thing Weighing on Chip Stocks: China's Reported Strides","url":"https://stock-news.laohu8.com/highlight/detail?id=2654407012","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654407012?lang=en_us&edition=fundamental","pubTime":"2026-07-28 17:19","pubTimestamp":1785230340,"startTime":"0","endTime":"0","summary":"Tech shares are in for a rough day, with Nasdaq futures down nearly 0.8%.Behind some of the bearish outlook: fears that the West could lose its stranglehold on a crucial component of the chip supply chain.Chip stocks sank yesterday after a report in the Information said an unnamed Chinese-state backed company had begun making deep ultraviolet lithography machines, which use UV light to print microscopic patterns on the silicon wafers that go into chips.The giant machines are the bread and butter of ASML, the Dutch company that has a monopoly on the most-advanced versions of the technology.The report, which hasn't been verified by WSJ, said the Chinese company plans to deliver a handful of the machines this year, then ramp up production next year.ASML shares are down another 1% in Amsterdam trading, after tumbling 8% yesterday.Chinese companies are restricted from buying the cutting-edge machines-one of the reasons the country has stayed a step behind the U.S. in advanced chipmaking. 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Duv Machines Remain FAR from Matching ASML Models -Source","url":"https://stock-news.laohu8.com/highlight/detail?id=2654507409","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654507409?lang=en_us&edition=fundamental","pubTime":"2026-07-28 16:15","pubTimestamp":1785226522,"startTime":"0","endTime":"0","summary":null,"market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260728:nL6N43U09T:3","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"reuters_en_live","symbols":["BK4543","CHPX","HBMX","EPAI","03165","LU0345774391.USD","LU0097036916.USD","CGIC","ASMG","LU2063271972.USD","FENI","EFA","ASMU","LU0345774631.USD","FFGX","BK4147","ASMH","DBEU","BK4588","LU0084288322.USD","GSID","DBEF","LU0823434740.USD","LU0823434583.USD","IFLR","LU2543165471.USD","IEFA","ASML","IE00BD6J9T35.USD","BK4585","PQNT","LU1734074674.USD","ILOW","IE0004445239.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654078074","title":"Market Chatter: China Begins Producing Homegrown DUV Lithography Machines","url":"https://stock-news.laohu8.com/highlight/detail?id=2654078074","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654078074?lang=en_us&edition=fundamental","pubTime":"2026-07-28 13:03","pubTimestamp":1785215004,"startTime":"0","endTime":"0","summary":"A Chinese state-backed company has begun manufacturing immersion deep ultraviolet lithography machines, equipment largely supplied by Dutch company ASML, The Information reported Monday, citing two people familiar with the situation.The machines are set to be delivered to Semiconductor Manufacturing International , Hua Hong Semiconductor , and newly listed ChangXin Memory Technologies , according to the report, citing the sources.The homegrown DUV tools are expected to help reduce China's reliance on foreign technology for chip manufacturing, the report said.ASML, Hua Hong Semiconductor, SMIC, and CXMT did not immediately respond to requests for comment from MT Newswires.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BK4588","BK4543","FFGX","LU0823434740.USD","LU0097036916.USD","LU0052750758.USD","LU1734074674.USD","LU0084288322.USD","03165","LU0320764599.SGD","BK4585","00981","EPAI","IE0034224299.USD","BK1163","IE00BD6J9T35.USD","ASMG","BK1610","ASML","LU2543165471.USD","688347","PQNT","LU0345774391.USD","ILOW","TCHI","IEFA","BK1589","HBMX","DBEF","688825","DBEU","LU2063271972.USD","LU0708995583.HKD","ASMU","IFLR","SG9999006597.SGD","CGIC","IE0004445239.USD","688981","BK4147","BK1614","LU0345774631.USD","BK1526","BK1607","CHPX","LU0823434583.USD","EFA","01347","GSID","ASMH","FENI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654021200","title":"Today’s Market Recap: Memory Chip Rout Deepens，SanDisk Tanks 11%，SK Hynix Breaks IPO Price，Nvidia Slides 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654021200","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654021200?lang=en_us&edition=fundamental","pubTime":"2026-07-28 08:47","pubTimestamp":1785199632,"startTime":"0","endTime":"0","summary":"TradingKey - At the close, the Dow Jones Industrial Average rose 0.51% to 52,210.08; the Nasdaq Composite Index fell 0.18% to 24,932.08; and the S&P 500 Index rose 0.02% to 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Plunges Over 8% as China Starts Immersion DUV Lithography Mass Production; Moat May Face Challenges?","url":"https://stock-news.laohu8.com/highlight/detail?id=2654040648","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654040648?lang=en_us&edition=fundamental","pubTime":"2026-07-28 03:47","pubTimestamp":1785181677,"startTime":"0","endTime":"0","summary":"ASML shares fell over 8%, hitting their lowest level since early June. As of press time, the stock remained down 5.56%, trading at $1,659.32. According to a report by The Information, a Shanghai state-backed enterprise has commenced mass production of immersion DUV lithography machines, with plans to produce 5 units this year and expand output to 20 units next year. Although mass production is still in its early stages, the development has triggered market concerns regarding ASML's monopoly position.","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240102/c0531811fe341e7a5268ef210c462723.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240102/c0531811fe341e7a5268ef210c462723.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262056990-asml-stock-plunge-china-shanghai-immersion-duv-lithography-mass-production-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345774631.USD","LU0823434740.USD","IE0004445239.USD","ASMG","LU0823434583.USD","BK4588","LU1734074674.USD","CGIC","ASMU","EFA","PQNT","DBEU","BK4543","LU0097036916.USD","LU0345774391.USD","EPAI","FFGX","FENI","LU0084288322.USD","HBMX","ASMH","BK4147","BK4585","03165","IE00BD6J9T35.USD","LU2063271972.USD","LU2543165471.USD","IFLR","DBEF","ILOW","GSID","ASML","IEFA","CHPX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654403940","title":"Why J.P. Morgan Says the ASML Stock Selloff is 'Disproportionate'","url":"https://stock-news.laohu8.com/highlight/detail?id=2654403940","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654403940?lang=en_us&edition=fundamental","pubTime":"2026-07-28 03:44","pubTimestamp":1785181440,"startTime":"0","endTime":"0","summary":"ASML Holding stock tumbled Monday after reports said a Chinese state-backed company is mass-producing chip-making machines. J.P. 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Chatter: ASML Shares Fall Amid Report of China Starting Chipmaking Tool Production","url":"https://stock-news.laohu8.com/highlight/detail?id=2654041288","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654041288?lang=en_us&edition=fundamental","pubTime":"2026-07-28 00:15","pubTimestamp":1785168938,"startTime":"0","endTime":"0","summary":"ASML Holding  shares were down about 7% around midday Monday, after The Information reported that Chinese state-backed company has started manufacturing certain chipmaking equipment that could impact ASML's market position.Sources told The Information that the Chinese company is manufacturing immersion deep ultraviolet, or DUV, lithography machines. 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