Odaily星球日报訊 MSX 數據顯示，美股AI硬體個股重挫，費城半導體指數下跌 5.02%。輝達股價下跌 4.03%，台積電股價下跌 3.47%，博通股價下跌 2.02%，超微半導體股價下跌 8.51%，艾司摩爾股價下跌 7.3%，英特爾股價下跌 5.38%，科林研發股價下跌 7.45%，ARM 股價下跌 3.02%。存儲股票方面，美光科技下跌 6.94%，SK 海力士下跌 9.39，閃迪下跌 13.79%，威騰電子下跌 9.28%，希捷科技下跌 8.09%，鎧俠 ADR 下跌 6.65%。
Odaily Planet Daily News Affected by the news that "a state-owned enterprise has begun mass-producing DUV lithography machines," Dutch lithography giant ASML Holding (ASML) saw its U.S. stock drop over 7% during trading, temporarily reported at around $1633.
Previously, The Information, citing sources familiar with the matter, reported that a company backed by Chinese state capital has begun mass production of self-developed DUV (deep ultraviolet) lithography equipment. This marks significant progress in the Chinese semiconductor industry's push for domestic substitution.
Odaily Planet Daily News MSX data shows that the US stock storage concept sector has erased its early gains, with losses widening. SanDisk (SNDK.O) fell over 11%, SK Hynix (SKHY.O) fell over 7%, and Micron Technology (MU.O) fell over 5%.
Odaily星球日報訊 SemiAnalysis 在 X 平台發文表示，我們已預見到這一點。其上月的深度分析拆解了長鑫存儲從 Qimonda 遺產中崛起為全球第四大 DRAM 製造商的過程，包括技術轉移、合肥耐心資本和 IPO 測算。
Odaily星球日報訊 MSX 數據顯示，SpaceX(SPCX.O)股價刷新上市以來低位，現跌約 4%，報 110.3 美元。
