>Despite the market reaction, analysts say the news is unlikely to impact ASML's earnings trajectory in the mid-term.
"Producing a handful of immersion DUV tools is not the same as producing tools that can be used for high-volume manufacturing, where yield, overlay, throughput and reliability over thousands of wafer runs are what matter," JP Morgan Chase analysts wrote in a note on Tuesday.
Poo bear and his Chinese are "junkyard wars", cobbling together low tech trying to give the impression they are manufacturing cutting edge high tech. They always had a problem attempting to manufacture single crystal alloy jet turbine blades, they always had to buy Russian.
Have you not kept up with China in the last 10 years?
China is already in their third and fourth generation superallloys with DD6 and DD9 (nickel-based single-crystal superalloys). They are deployed in three different engines.
It's the same with DUV. Just 5 years ago they were 20 years behind. Now they are maybe 5 years behind. Maybe next 2-3 years they are still not getting the yield par with ASML but just watch.
>Despite the market reaction, analysts say the news is unlikely to impact ASML's earnings trajectory in the mid-term. "Producing a handful of immersion DUV tools is not the same as producing tools that can be used for high-volume manufacturing, where yield, overlay, throughput and reliability over thousands of wafer runs are what matter," JP Morgan Chase analysts wrote in a note on Tuesday.
Poo bear and his Chinese are "junkyard wars", cobbling together low tech trying to give the impression they are manufacturing cutting edge high tech. They always had a problem attempting to manufacture single crystal alloy jet turbine blades, they always had to buy Russian.
Have you not kept up with China in the last 10 years?
China is already in their third and fourth generation superallloys with DD6 and DD9 (nickel-based single-crystal superalloys). They are deployed in three different engines.
It's the same with DUV. Just 5 years ago they were 20 years behind. Now they are maybe 5 years behind. Maybe next 2-3 years they are still not getting the yield par with ASML but just watch.