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The Dutch supplier of manufacturing equipment to the semiconductor industry said it expects U.S. chip export control regulations to have a 'limited' effect on shipments in 2023.
www.barrons.com
With ASML stock up due to increased sales, this is a good indicator or where chip sales are set to go. This should be a good leading indicator of where chip sales at the high end are going. The fact that there is growing demand for high end chip equipment indicates the demand for high end chips is growing and this is where the real profit is. Thoughts and comments solicited for this could portend a dramatic early stage shift in semi demand.
www.barrons.com