Changes in US stocks | ASML.US (ASML.US) fell more than 4% to continue yesterday's decline

Zhitongcaijing · 1d ago

The Zhitong Finance App learned that on Tuesday, ASML.US (ASML.US) continued yesterday's decline. As of press release, it was down 4.72%, with a market value of about 600 billion US dollars. The direct trigger for this round of sell-off is an exclusive report published by The Information — a Shanghai state-owned company has begun mass production of immersive DUV lithographers, and the first batch of machines is scheduled to be delivered to SMIC, Huahong Semiconductor, and Changxin Storage within 2026. According to reports, the production capacity target for the domestic production project in 2026 is only 5 units. However, what the market is really concerned about is not the impact on revenue, but rather that the logical foundation on which Asmack's long-term monopoly position was established is being shaken.