Kristina Partsinevelos(@KristinaParts):$ASML lower on report that Chinese player may ship a handful of domestic DUV machines. Domestic tooling isn't new. Layer it on the MATCH Act overhang and it feeds the China bear case, but the move is about positioning: semicap is crowded into earnings and has been sell-the-news

Kristina Partsinevelos

@KristinaParts

@CNBC Nasdaq correspondent covering semiconductors and AI hardware. Montreal native with a passion for dance and cookies.

参加 December 2009

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Kristina Partsinevelos@KristinaParts

2026.07.27 17:29

$ASML lower on report that Chinese player may ship a handful of domestic DUV machines. Domestic tooling isn't new. Layer it on the MATCH Act overhang and it feeds the China bear case, but the move is about positioning: semicap is crowded into earnings and has been sell-the-news