Aandeel ASML Holding AEX:ASML.NL, NL0010273215

quote:

yellowcab schreef op 28 november 2024 09:07:

Wat is er aan de hand?

quote:

Hopper58 schreef op 28 november 2024 09:02:

Blog De Tijd. Ik krijg geen inzage in het Bloomberg artikel:

07:25
Nieuwe exportbeperkingen voor chips richting China in de maak
De vertrekkende Amerikaanse regering-Biden is bijna klaar met de voorbereiding van nieuwe exportrestricties richting China, meldt het financiële persagentschap Bloomberg. De VS willen de export van chiptechnologie richting China nog sterker aan banden leggen.

Toch zouden de voorliggende sancties volgens Bloomberg niet zo ver gaan als sommigen hadden gevreesd. De VS zouden dan toch geen beroep doen op de FDPR-maatregel (foreign direct product rule) uit 1959, waarmee ze beperkingen kunnen invoeren op alle producten die Amerikaanse technologie bevatten, zelfs als ze volledig in het buitenland gemaakt zijn.

De voorbije zomer lag die verregaande maatregel, die onder meer ASML zwaar zou treffen, nog op tafel. Sinds 2022 mag ASML zijn hypergeavanceerde EUV-chipmachines niet meer uitvoeren naar China. Minder complexe machines mogen wel geëxporteerd worden.

quote:

Rafke7 schreef op 28 november 2024 09:10:

Geen zorgen. We hebben het hoogtepunt alweer gehad. De winstnemers zullen wel weer toeslaan.

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Macron schreef op 28 november 2024 09:12:

Zou mooi zijn, als Trump het niet onmiddelijk van tafel veegt. Raar moment trouwens om dit uit te brengen. Hopelijk kan dit de aanzet geven naar 700 en hoger.

quote:

Ikkedike schreef op 28 november 2024 09:10:

[...]

Euforie ,Hopper heeft zijn aandelen verkocht vorige week.

quote:

Glaro schreef op 28 november 2024 09:26:

The rules now under consideration would also sanction two chip factories owned by Semiconductor Manufacturing International Corp., Huawei’s chipmaking partner, the people said. More than 100 additional entity listings would focus on Chinese companies that make semiconductor manufacturing equipment, the people said, rather than fabrication facilities that make the chips themselves. Wired reported earlier the US could come out with new export controls rules as soon as next Monday.
That’s a partial win for American chip gear makers — Lam Research Corp., Applied Materials Inc. and KLA Corp. — that have argued for months against unilateral US restrictions on key Chinese companies, including the six Huawei suppliers. They’ve claimed that such sanctions would put them at an unfair disadvantage compared to foreign rivals Tokyo Electron and Dutch equipment giant ASML Holding NV, whose governments have not yet agreed to the toughest restrictions on sales to China. Japan and the Netherlands imposed some China curbs to partially match US measures from 2022, but both countries have resisted recent American pressure for even tighter controls.
Read more about US chip diplomacy:
Japan Pressed by US Lawmakers to Strengthen Chip Curbs on China
Huawei Suppliers Face US Lawmaker Effort to Block Chip Gear
China Warns Japan of Retaliation for Possible New Chip Curbs
US Faces Pushback on More China Chip Curbs as Election Nears
American officials this summer tried a hardball negotiation tactic with allies by warning that the US could directly curb the China sales of foreign companies, a step that Japan and the Netherlands viewed as a draconian overreach. The US hope was that threatening to use the so-called foreign direct product rule, or FDPR, would prompt allies to impose their own curbs. But Tokyo and the Hague have shown little interest in aligning with the Biden administration ahead of President-elect Donald Trump’s return to power.
The new US rules, which also restrict some additional tool categories, would still exempt allies including Japan and the Netherlands from FDPR provisions, people familiar with the matter said. It’s unclear whether Japan or the Netherlands will eventually impose additional restrictions on the Chinese companies that the US now plans to sanction.
Earlier: US Weighs Restrictions on China’s Access to AI Memory Chips
The latest version of the US controls also would include some provisions around high-bandwidth memory chips, which handle data storage and are essential to artificial intelligence. Samsung Electronics Co. and SK Hynix Inc. along with American memory maker Micron Technology Inc. are expected to be affected by the new measures, the people said.
(Updates with Japanese stock reactions in the fifth paragraph.

quote:

Ikkedike schreef op 28 november 2024 09:10:

[...]

Euforie ,Hopper heeft zijn aandelen verkocht vorige week.

quote:

Glaro schreef op 28 november 2024 09:26:

The rules now under consideration would also sanction two chip factories owned by Semiconductor Manufacturing International Corp., Huawei’s chipmaking partner, the people said. More than 100 additional entity listings would focus on Chinese companies that make semiconductor manufacturing equipment, the people said, rather than fabrication facilities that make the chips themselves. Wired reported earlier the US could come out with new export controls rules as soon as next Monday.
That’s a partial win for American chip gear makers — Lam Research Corp., Applied Materials Inc. and KLA Corp. — that have argued for months against unilateral US restrictions on key Chinese companies, including the six Huawei suppliers. They’ve claimed that such sanctions would put them at an unfair disadvantage compared to foreign rivals Tokyo Electron and Dutch equipment giant ASML Holding NV, whose governments have not yet agreed to the toughest restrictions on sales to China. Japan and the Netherlands imposed some China curbs to partially match US measures from 2022, but both countries have resisted recent American pressure for even tighter controls.
Read more about US chip diplomacy:
Japan Pressed by US Lawmakers to Strengthen Chip Curbs on China
Huawei Suppliers Face US Lawmaker Effort to Block Chip Gear
China Warns Japan of Retaliation for Possible New Chip Curbs
US Faces Pushback on More China Chip Curbs as Election Nears
American officials this summer tried a hardball negotiation tactic with allies by warning that the US could directly curb the China sales of foreign companies, a step that Japan and the Netherlands viewed as a draconian overreach. The US hope was that threatening to use the so-called foreign direct product rule, or FDPR, would prompt allies to impose their own curbs. But Tokyo and the Hague have shown little interest in aligning with the Biden administration ahead of President-elect Donald Trump’s return to power.
The new US rules, which also restrict some additional tool categories, would still exempt allies including Japan and the Netherlands from FDPR provisions, people familiar with the matter said. It’s unclear whether Japan or the Netherlands will eventually impose additional restrictions on the Chinese companies that the US now plans to sanction.
Earlier: US Weighs Restrictions on China’s Access to AI Memory Chips
The latest version of the US controls also would include some provisions around high-bandwidth memory chips, which handle data storage and are essential to artificial intelligence. Samsung Electronics Co. and SK Hynix Inc. along with American memory maker Micron Technology Inc. are expected to be affected by the new measures, the people said.
(Updates with Japanese stock reactions in the fifth paragraph.

quote:

Hopper58 schreef op 28 november 2024 09:26:

En maar elkaar afbreken en bla bla bla. Ik geef het op hier en houd mijn informatie voor mezelf.

quote:

Glaro schreef op 28 november 2024 09:26:

The rules now under consideration would also sanction two chip factories owned by Semiconductor Manufacturing International Corp., Huawei’s chipmaking partner, the people said. More than 100 additional entity listings would focus on Chinese companies that make semiconductor manufacturing equipment, the people said, rather than fabrication facilities that make the chips themselves. Wired reported earlier the US could come out with new export controls rules as soon as next Monday.
That’s a partial win for American chip gear makers — Lam Research Corp., Applied Materials Inc. and KLA Corp. — that have argued for months against unilateral US restrictions on key Chinese companies, including the six Huawei suppliers. They’ve claimed that such sanctions would put them at an unfair disadvantage compared to foreign rivals Tokyo Electron and Dutch equipment giant ASML Holding NV, whose governments have not yet agreed to the toughest restrictions on sales to China. Japan and the Netherlands imposed some China curbs to partially match US measures from 2022, but both countries have resisted recent American pressure for even tighter controls.
Read more about US chip diplomacy:
Japan Pressed by US Lawmakers to Strengthen Chip Curbs on China
Huawei Suppliers Face US Lawmaker Effort to Block Chip Gear
China Warns Japan of Retaliation for Possible New Chip Curbs
US Faces Pushback on More China Chip Curbs as Election Nears
American officials this summer tried a hardball negotiation tactic with allies by warning that the US could directly curb the China sales of foreign companies, a step that Japan and the Netherlands viewed as a draconian overreach. The US hope was that threatening to use the so-called foreign direct product rule, or FDPR, would prompt allies to impose their own curbs. But Tokyo and the Hague have shown little interest in aligning with the Biden administration ahead of President-elect Donald Trump’s return to power.
The new US rules, which also restrict some additional tool categories, would still exempt allies including Japan and the Netherlands from FDPR provisions, people familiar with the matter said. It’s unclear whether Japan or the Netherlands will eventually impose additional restrictions on the Chinese companies that the US now plans to sanction.
Earlier: US Weighs Restrictions on China’s Access to AI Memory Chips
The latest version of the US controls also would include some provisions around high-bandwidth memory chips, which handle data storage and are essential to artificial intelligence. Samsung Electronics Co. and SK Hynix Inc. along with American memory maker Micron Technology Inc. are expected to be affected by the new measures, the people said.
(Updates with Japanese stock reactions in the fifth paragraph.

quote:

Nakennis schreef op 27 november 2024 17:34:

[...]

(Kom)kommer en kwel idd
Hoedoe en bedankt zeggen ze dan in Brabant

quote:

LexKalin schreef op 28 november 2024 09:34:

[...]

Vandaag verkopen dus voordat morgen de amerikanen gaan weer nl chippers de grond in trappen. Morgen weer goedkoper inkopen.