Gudeng Precision Industrial Co is one of the world’s leading manufacturers of ultraviolet ultraviolet photolithography masks.
Last week it became known that Huawei filed a patent for its own EUV lithograph back in November . And although this is not at all a guarantee of the imminent appearance of a prototype (and even more so a finished copy of the machine), this news did not go unnoticed.
Shares of ASML, a key supplier of ultra-hard ultraviolet photolithography machines, fell, with the decline almost coinciding with the news of the Huawei patent.
For at least the next few years, ASML definitely has nothing to fear. In addition, the company does not supply its ultra-hard ultraviolet photolithography machines to China, as this is prohibited by US sanctions. Therefore, what happens inside the Celestial Empire does not concern ASML in any way. But here another question arises: if Huawei still manages to create its own EUV lithograph, then it can launch the production of such machines not only for the domestic market (and the demand for such devices inside China is simply huge), but also for export. And this may already be a threat to the leading position of the Dutch company in the market. But for now, investors are advised not to get rid of ASML securities, as there are no serious reasons for them to worry.
Also after the news about the Huawei patent, Taiwan’s Gudeng Precision Industrial Co, one of the world’s leading manufacturers of masks for photolithography, announced the suspension of supplies of its products to China. The company, however, stated that it was not about stopping supplies and even noted that it continued to accept applications from Chinese companies, but the events somehow very suspiciously coincided in time
