Kristina Partsinevelos
@KristinaParts
@CNBC Nasdaq correspondent covering semiconductors and AI hardware. Montreal native with a passion for dance and cookies.
가입 December 2009
1.3K 팔로잉 중 31.4K 팬
$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
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