Chip stocks continued their recent decline. As of press release, Shanghai Fudan (01385) fell 4.06% to HK$12.28; SMIC (00981) fell 3.79% to HK$17.76; Solomon Semiconductor (02878) fell 3.23% to HK$0.3; and Huahong Semiconductor (01347) fell 1.19% to HK$18.28.
The Zhitong Finance App learned that chip stocks continued their recent decline. As of press release, Shanghai Fudan (01385) fell 4.06% to HK$12.28; SMIC (00981) fell 3.79% to HK$17.76; Solomon Semiconductor (02878) fell 3.23% to HK$0.3; and Huahong Semiconductor (01347) fell 1.19% to HK$18.28.
According to the news, the Dutch government has partially revoked the export license previously issued for ASML-related DUV infiltrating lithography machines. 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.
Furthermore, Jibang Consulting estimates that global foundry production capacity revenue will decline by 12.5% in 2023, and is expected to recover 6.4% in '24. According to SEMI's WeChat account, since semiconductors are still at the bottom of the cycle, global semiconductor equipment sales are expected to reach 100 billion US dollars in 2023, down 6.1% from the previous year. It is also believed that 2024 is a transition year, and 2025 will experience a strong rebound.