ASML Holding N.V.ASML
▼ ネガティブ競争関連度
Report of China developing domestic immersion DUV lithography machines threatens ASML's competitive position.
銘柄への影響 7
Semiconductors
ASML Holding N.V.
SK Hynix Inc000660
▼ ネガティブ競争関連度
Lost >12% on fears of Chinese chip capacity expansion via CXMT's listing and domestic lithography.
TE Connectivity LtdTEL
▼ ネガティブ競争関連度
Selloff fueled by China's domestic lithography machine development, threatening equipment demand.
Kioxia Holdings Corporation285A
▼ ネガティブ競争関連度
Fell 18% amid AI anxiety and Chinese competition threat.
Artificial Intelligence
Samsung Electronics Co Ltd005930
▼ ネガティブ競争関連度
Lost >12% on fears of Chinese chip capacity expansion via CXMT's listing and domestic lithography.
NVIDIA CorporationNVDA
▼ ネガティブ資本関連度
Reported in talks to provide $250B in financing guarantees for OpenAI, raising concerns about capital allocation and returns.
Cybersecurity & Digital Trust
テーマインパクト
カバレッジ外企業 2
长鑫存储技术（ChangXin Memory Technologies / CXMT）非上場▲ ポジティブ
資本関連度
CXMT's $8.6B listing makes it China's most valuable company, raising fears of accelerated capacity expansion.
OpenAI非上場± 混在
資本関連度
Nvidia in talks to provide $250B financing guarantees for OpenAI as part of a data centre project; impact on OpenAI unclear.