Market Watch
28 Jul 2026, 10:16 UTC · 6h ago
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Reports indicate China is now capable of manufacturing DUV lithography machines. — This reduces China's reliance on Western chip-making equipment, threatening the long-term market share and pricing power of global semiconductor tool giants.
-0.80Asian stocks experienced a sharp sell-off on Tuesday following these reports. — Immediate negative price action suggests investors are pricing in geopolitical shifts and disruptions to the semiconductor supply chain.
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