Geopolitics Alpha

Besi shares fall on report ASML is working on rival hybrid bonding product

Published . Updated .

Besi shares fall on report ASML is working on rival hybrid bonding product Reuters

Directly affected

  • ASML Asml Holding

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • ZIM ZIM Integrated Shipping

    Container lines are exposed when a shipping lane is disrupted

  • MATX Matson

    Container lines are exposed when a shipping lane is disrupted

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ASML———————
NVDA———————
TSM———————
AVGO———————
ZIM———————
MATX———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Besi shares fall on report ASML is working on rival hybrid bonding product Reuters

Source: Reuters

Shipping

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How solid the shipping case looks

12 out of 100

“Besi shares fall on report ASML is working on rival hybrid bonding product” scores 12 out of 100. The score uses 1 sources.