美国半导体动态_对 ASML 的解读；提高出口管制上限-US Semiconductors and Semi Equipment_ SemiBytes_ ASML Read-throughs; Raising Export Control Ceiling_

Global Research US Semiconductors and Semi Equipment SemiBytes: ASML Read-throughs; Raising Export Control Ceiling? Reading through ASML's results from this past week ASML traded down significantly following results this past week and we received a host of investor inbounds on two key aspects of the report: 1) China, and 2) 2026 commentary. On China, ASML stripped ~€1.4B from backlog - on the surface, strange that this is occurring only now since several new China customers (Si'En, PST, Swaysure, etc) were ...