ASML Holding N.V.ASML
▼ ネガティブ競争関連度
ASML dropped 8% as China's new DUV lithography, though limited, poses a competitive threat to ASML's market dominance.
銘柄への影響 3
Semiconductors
ASML Holding N.V.
Taiwan Semiconductor Manufacturing Co. Ltd.2330
言及
Artificial Intelligence
Advanced Micro Devices IncAMD
▼ ネガティブ資本関連度
AMD's elevated valuation (P/E ~60, EV/EBITDA ~80s) makes it vulnerable to market shocks, causing an 8% drop despite no direct impact from China's new lithography.