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Market Alpha
đ°đ· South Korea's markets saw heavy selling pressure today.
The KOSPI plunged more than 8% intraday, triggering a market-wide circuit breaker, with semiconductor stocks leading the decline. Meanwhile, Japan's Nikkei 225 also fell by around 4% at one stage.
đ The main catalyst was reports claiming that China has begun producing domestically developed immersion DUV lithography equipment.
The bigger story isn't whether these machines can immediately compete with ASML it's that investors are starting to reassess the long-standing technology premium across Asia's semiconductor supply chain.
đ What to watch next:
đč Whether Samsung, SK Hynix, ASML, and major US chip-equipment stocks can find support.
đč Over the medium term, attention will shift to the yield, reliability, and production capacity of China's domestic lithography equipment.
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