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Market Impact: 0.25
China Unlikely to Match ASML’s Top Tool in Next Decade, UBS Says
Source: Bloomberg
Technology & InnovationGeopolitics & WarCompany Fundamentals
UBS analysts say China is unlikely to scale semiconductor manufacturing fast enough to replace ASML’s EUV technology within the next decade. The view implies ASML’s cutting-edge tooling demand should remain structurally supported for longer. Market impact is likely to be incremental rather than immediate.
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