Catalyst event

Lam Research Corp (LRCX)

From KEDI Nvidia Fixed Tech100 Index (KNVDT100)

Reuters reported that a Chinese state-backed manufacturer has begun producing domestic immersion-DUV lithography tools, creating a potential longer-term competitive read-through for semiconductor-equipment suppliers including Lam Research.

Korean translation

중국 국영 지원 제조사가 국산 침지 DUV 노광장비 생산을 시작했다는 보도가 나와 Lam Research를 포함한 반도체 장비업체에 장기 경쟁 리스크 읽힘이 발생함.