POPA ReconAppearance of Chinese-made DUV → Increased justification and incentive for the U.S. to regulate CXMT → Blacklisting of CXMT → Collapse of…
Appearance of Chinese-made DUV → Increased justification and incentive for the U.S. to regulate CXMT → Blacklisting of CXMT → Collapse of CXMT's long-term supply reliability → Apple cannot use Chinese memory as a price negotiation card → Restored negotiating power among the three memory companies The market read this news as “increasing supply from China,” but the result could be “blocking supply from China.” So DUV may not be bad news.
The excerpt is quoted from a public Telegram channel, which owns its text.