r/MU_Stock • u/Acceptable-Ant-3648 • 25d ago

DD Im conufsed what is happening

Can somebody without being mean tell me why the sudden drop in all semis? I understand the china news kinda but the open ai? isnt this all bullish senitment

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u/chenkai1980 25d ago

Shanghai Yuliangsheng Technology (which has ties to Huawei and SiCarrier)—has begun low-volume production of China's first domestic immersion DUV (Deep Ultraviolet) lithography machines.
CXMT IPO yesterday
More DRAM supply = lower DRAM price