my understanding is

来源: 于 2024-10-15 19:20:47 [旧帖] [给我悄悄话] 本文已被阅读：次

1: it's mostly due to Intel's falling business/booking (1st significant order down)

2; Timewise, Joe Baident's policy (we discussed this before) limits ASML sales to China (2nd significant order down)

3: I don't think it's impact Nvidia et al GPU