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China Threat Puts a Scare into AI Hardware Stocks. is the 'picks and Shovels' Trade Breaking Down?","url":"https://stock-news.laohu8.com/highlight/detail?id=2654015550","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654015550?lang=en_us&edition=fundamental","pubTime":"2026-07-28 19:40","pubTimestamp":1785238800,"startTime":"0","endTime":"0","summary":"Reports of a new Chinese breakthrough in AI technologies sends Asian chip makers sprawlingReports about rising Chinese competitors are raising concerns that chip-manufacturing incumbents will be 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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":"nz","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":["03165","IE00BD6J9T35.USD","LU2063271972.USD","LU0345774391.USD","ASMH","EPAI","BK4588","LU2543165471.USD","LU1734074674.USD","ILOW","FFGX","LU0823434583.USD","ASML","LU0823434740.USD","CGIC","LU0345774631.USD","CHPX","LU0084288322.USD","IE0004445239.USD","EFA","BK4585","IEFA","HBMX","IFLR","PQNT","ASMG","BK4543","FENI","ASMU","LU0097036916.USD","DBEU","GSID","DBEF","BK4147"],"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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Didier 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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":["IE00BD6J9T35.USD","LU0823434740.USD","LU0097036916.USD","ASMH","IFLR","DBEF","DBEU","LU0345774391.USD","BK4543","BK4585","PQNT","BK4588","FFGX","LU2543165471.USD","ASML","IE0004445239.USD","ILOW","EFA","ASMU","ASMG","HBMX","LU0823434583.USD","LU1734074674.USD","IEFA","LU0345774631.USD","03165","LU2063271972.USD","LU0084288322.USD","BK4147","EPAI","CGIC","GSID","FENI","CHPX"],"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 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AMAT, LRCX, KLAC: Here’s Why Chip Equipment Stocks Are Falling Today, 7/27/26","url":"https://stock-news.laohu8.com/highlight/detail?id=2654040974","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654040974?lang=en_us&edition=fundamental","pubTime":"2026-07-28 03:57","pubTimestamp":1785182274,"startTime":"0","endTime":"0","summary":"Shares in chipmaking equipment companies dropped on Monday afternoon, led by Dutch semiconductor giant ASML ($ASML). This came after reports that a...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/asml-amat-lrcx-klac-heres-why-chip-equipment-stocks-are-falling-today-7-27-26?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/asml-amat-lrcx-klac-heres-why-chip-equipment-stocks-are-falling-today-7-27-26?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["ENTL","ASMG","ILOW","CHPY","SOXL","CLSE","QQH","CHPS","IFLR","PTF","LRCX","RDVY","SOXS","SMH","PSI","SOXY","AMAU","ASMX","SOXX","BGIA","LRCC","NVDL","LCLG","FTXL","XSD","TEKX","KLAG","SSG","USD","TECY","EUVX","BKIV","FWD","VGT","ASMZ","ABFL","CGIC","DYNI","QQQP","AMAT","SMHX","TEK","CLCG","BERZ","KLAC","FNGO","SOXQ","IEFA","ASML","FENI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654040648","title":"ASML 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":"fut","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":["BK4585","LU0823434583.USD","LU0097036916.USD","LU1734074674.USD","03165","ILOW","CGIC","LU0823434740.USD","LU0084288322.USD","IFLR","CHPX","BK4543","LU0345774631.USD","IE00BD6J9T35.USD","BK4147","PQNT","FFGX","IE0004445239.USD","HBMX","ASMH","ASMU","EPAI","FENI","DBEU","EFA","LU0345774391.USD","ASML","ASMG","LU2543165471.USD","DBEF","BK4588","IEFA","LU2063271972.USD","GSID"],"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. Morgan says the steep decline is unwarranted.Shares of ASML, which manu","market":"nz","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BD6J9T35.USD","ASMU","LU0345774391.USD","ASMH","LU0084288322.USD","LU2543165471.USD","LU2063271972.USD","IFLR","EFA","BK4147","ASML","LU0097036916.USD","IE0004445239.USD","DBEU","LU0345774631.USD","BK4585","EPAI","LU0823434740.USD","IEFA","03165","LU1734074674.USD","FENI","BK4588","HBMX","DBEF","CGIC","CHPX","LU0823434583.USD","GSID","BK4543","PQNT","FFGX","ILOW","ASMG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654042461","title":"ASML selloff ‘disproportionate’ to Information report, says JPMorgan","url":"https://stock-news.laohu8.com/highlight/detail?id=2654042461","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654042461?lang=en_us&edition=fundamental","pubTime":"2026-07-28 02:00","pubTimestamp":1785175213,"startTime":"0","endTime":"0","summary":"JPMorgan says The Information’ reported that an unnamed state-backed Chinese manufacturer has started producing domestically developed immersion 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Jones Top Markets Headlines at 1 PM ET: Sandisk, ASML, and More Chip Stocks Hit China Roadblocks | Trump ...","url":"https://stock-news.laohu8.com/highlight/detail?id=2654044600","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654044600?lang=en_us&edition=fundamental","pubTime":"2026-07-28 01:00","pubTimestamp":1785171600,"startTime":"0","endTime":"0","summary":"Sandisk, ASML, and More Chip Stocks Hit China RoadblocksSandisk and other chip stocks sink as China plays the role of industry disrupter on Monday.----Trump Delays Iran Operation, Sending Oil Prices 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Markets Stay Flat as Major Chipmaker Drop Offsets Retail and Media Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1147189895","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147189895?lang=en_us&edition=fundamental","pubTime":"2026-07-28 00:35","pubTimestamp":1785170143,"startTime":"0","endTime":"0","summary":"European equities ended the session largely unchanged, as a steep decline in a leading semiconductor firm weighed on the technology sector and countered gains in the retail and media 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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. Mass production of the equipment could replace similar products from ASML, the news outlet said.According to the report, initial targets are for five DUV machines this year and then reach 20 units by 2027.ASML Holding did not immediately respond to MT Newswires' request for a comment.Price: 1635.87, Change: -121.22, Percent Change: -6.90","market":"nz","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":["BK4147","GSID","PQNT","IEFA","BK4543","LU0097036916.USD","HBMX","IFLR","ASMH","ASMG","03165","CGIC","BK4585","LU2543165471.USD","DBEU","LU0345774631.USD","ASMU","LU1734074674.USD","EPAI","EFA","FENI","LU0345774391.USD","IE0004445239.USD","DBEF","IE00BD6J9T35.USD","CHPX","ASML","BK4588","ILOW","LU0084288322.USD","LU0823434583.USD","LU0823434740.USD","LU2063271972.USD","FFGX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654188041","title":"Dutch Stocks Fall 0.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654188041","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654188041?lang=en_us&edition=fundamental","pubTime":"2026-07-28 00:06","pubTimestamp":1785168360,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Stocks in the Netherlands slipped Monday, as the AEX Index fell 0.8% to 1081.13.Among local companies with a market cap of at least 1 billion euros , BE Semiconductor was the biggest laggard, tumbling 9.6%, followed by shares of ASML Holding, which plunged 8.4%. Shares of ASM International tumbled 7.1%.Wolters Kluwer was the biggest leader during the session, jumping 7.8%, and Adyen surged 4.3%. Prosus rounded out the top three movers, as shares added 3.0%.In other parts of Europe, indexes were mixed, with the FTSE 100 Index adding 0.4% and the STOXX Europe 600 Index flat from the previous close.On the currency front, the WSJ Dollar Index was flat at 97.54. The euro strengthened 0.1% against the dollar to $1.14.In the bond markets, the 10-year Dutch government bond yield declined 5.36 basis points to 3.228%.Data source: Dow Jones Market Data, FactSet Dow Jones NewswiresJuly 27, 2026 12:06 ET ","market":"us","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["EFA","LU2063271972.USD","LU0345774391.USD","LU0345774631.USD","BK4585","LU0823434740.USD","GSID","EPAI","IE0004445239.USD","PQNT","DBEU","DBEF","ASML","FENI","LU0084288322.USD","03165","BK4543","FFGX","ASMG","HBMX","BK4147","ILOW","ASMH","IEFA","CGIC","BK4588","IFLR","ASMU","IE00BD6J9T35.USD","LU0097036916.USD","LU2543165471.USD","CHPX","ASMIY","LU0823434583.USD","LU1734074674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654916049","title":"Sandisk, ASML, and More Chip Stocks Tumble as China Plays Disruptor","url":"https://stock-news.laohu8.com/highlight/detail?id=2654916049","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654916049?lang=en_us&edition=fundamental","pubTime":"2026-07-27 23:20","pubTimestamp":1785165600,"startTime":"0","endTime":"0","summary":"Shares of Sandisk, ASML Holding, and other chip stocks reversed sharply lower Monday as a massive Chinese initial public offering hit the market and a report emerged that a state-backed Chinese company has started mass producing chip-making machines.Sandisk dropped 11%, placing it the worst performer in the S&P 500. Western Digital fell 8%. Chips and networking company Marvell declined 4.2% and Advanced Micro Devices fell 7.3%.Intel and Super Micro Computer booked losses of 3.7% and 3.3%, respectively.Chip stocks and memory names already were under pressure after Chinese memory chip maker ChangXin Memory Technologies  surged 466% on its trading debut in Shanghai on Monday, giving it a market capitalization of $484 billion.However, the declines deepened after Bloomberg reported that a Chinese company has begun producing immersion deep ultraviolet lithography machines, which are a key type of machinery used in making chips.ASML, which manufactures the machines, declined 6.2%.This is 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