ASML Holding N.V.ASML
▼ NegativeCompetitionrelevance
ASML dropped 3.8% as fears that Chinese AI startup Moonshot's Kimi K3 model rivals top models from Anthropic and OpenAI, threatening demand for advanced chips.
Impact on stocks 2
Semiconductors▼ · 2 stocks
ASML Holding N.V.
BE Semiconductor Industries NVBESI
▼ NegativeCompetitionrelevance
BE Semiconductor fell 4.5% on jitters that China's AI model Kimi K3 competes with leading models, potentially reducing demand for semiconductor equipment.
Theme Impact 2
Off-coverage companies
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