Chip stocks generally declined today. As of press release, Hongguang Semiconductor (06908) fell 4.48% to HK$0.64; Huahong Semiconductor (01347) fell 3.46% to HK$17.88; SMIC (00981) fell 2.78% to HK$18.86; and Jingmen Semiconductor (02878) fell 1.59% to HK$0.31.
The Zhitong Finance App learned that chip stocks generally declined today. As of press release, Hongguang Semiconductor (06908) fell 4.48% to HK$0.64; Huahong Semiconductor (01347) fell 3.46% to HK$17.88; SMIC (00981) fell 2.78% to HK$18.86; and Jingmen Semiconductor (02878) fell 1.59% to HK$0.31.
According to the news, recently, the Dutch government partially revoked the export license previously issued for ASML related DUV infiltrating lithography machines, which attracted attention from the outside world. On the morning of January 2, an official statement obtained by the Securities Times reporter from ASML showed that the Dutch government partially revoked the export licenses previously issued for NXT:2050i and NXT:2100i lithographers to be shipped in 2023. ASML said this will have an impact on the company's individual customers in China.
CITIC Securities pointed out that the previous ASML announcement stated that the license would be extended until the end of 2023, so the overall incident was in line with expectations. You may pay attention to the layout of domestic equipment companies in the “stuck neck” field and the increase in orders brought about by the purchase of advanced lithography machines, leading domestic equipment and parts companies; at the same time, considering the demand for domestic replacement of high-end lithographers, it is recommended to focus on the domestic lithography machine industry chain.