ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ (Sarah Jacob/Bloomberg)
China’s reported DUV tool production hit major chip-equipment stocks, signaling potential pressure on Western semiconductor supply-chain dominance.
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<a href="https://www.bloomberg.com/news/articles/2026-07-27/asml-slides-after-report-of-china-beginning-duv-tool-production"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260727/i21.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260727/p21#a260727p21" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Sarah Jacob / <a href="https://www.bloomberg.com/">Bloomberg</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.bloomberg.com/news/articles/2026-07-27/asml-slides-after-report-of-china-beginning-duv-tool-production">ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+</a></b></span> — ASML Holding NV shares slid to the lowest since early June after a report that a Chinese state-backed company … </p>
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