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Export Restrictions are ASML's Biggest Threat, not China","url":"https://stock-news.laohu8.com/highlight/detail?id=2654003801","media":"Dow Jones","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654003801?lang=en_us&edition=fundamental","pubTime":"2026-07-28 17:57","pubTimestamp":1785232620,"startTime":"0","endTime":"0","summary":"0956 GMT - ASML faces a bigger threat from the U.S. Match Act--draft bipartisan legislation that could block the group's China sales--than it does from Chinese competition, Jefferies analysts write. Shares in the Dutch maker of lithography machines fell sharply Monday on investor concerns that a Shanghai-based company is selling its homegrown version of ASML's deep ultraviolet machines to Chinese chip makers. However, the analysts say \"the impact from Shanghai Yuliangsheng's sales will be limited, compared to the headwind from the potential passing of the Match Act,\" the analysts say. Blocking ASML's access to the Chinese market could knock revenues by around 15%, the analysts say. ASML shares drop 2% Tuesday, after losing 8.5% in the last session.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345774631.USD","IE0004445239.USD","BK4543","IEFA","FENI","IFLR","EPAI","IE00BD6J9T35.USD","DBEU","HBMX","DBEF","BK4147","ASML","BK4588","03165","CGIC","BK4585","LU0823434583.USD","EFA","LU0097036916.USD","LU0823434740.USD","LU0084288322.USD","ASMH","LU2543165471.USD","ASMG","CHPX","LU2063271972.USD","ILOW","ASMU","FFGX","PQNT","GSID","LU0345774391.USD","LU1734074674.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654407012","title":"One Thing Weighing on Chip Stocks: China's Reported Strides","url":"https://stock-news.laohu8.com/highlight/detail?id=2654407012","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654407012?lang=en_us&edition=fundamental","pubTime":"2026-07-28 17:19","pubTimestamp":1785230340,"startTime":"0","endTime":"0","summary":"Tech shares are in for a rough day, with Nasdaq futures down nearly 0.8%.Behind some of the bearish outlook: fears that the West could lose its stranglehold on a crucial component of the chip supply chain.Chip stocks sank yesterday after a report in the Information said an unnamed Chinese-state backed company had begun making deep ultraviolet lithography machines, which use UV light to print microscopic patterns on the silicon wafers that go into chips.The giant machines are the bread and butter of ASML, the Dutch company that has a monopoly on the most-advanced versions of the technology.The report, which hasn't been verified by WSJ, said the Chinese company plans to deliver a handful of the machines this year, then ramp up production next year.ASML shares are down another 1% in Amsterdam trading, after tumbling 8% yesterday.Chinese companies are restricted from buying the cutting-edge machines-one of the reasons the country has stayed a step behind the U.S. in advanced chipmaking. 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