← ZephyrTrade on Hyperliquid →
in postSHORT
“Looks like the next China-US export control showdown is near MATCH Act has been added to NDAA FY27 Things will start getting interesting after House passes it i”
@zephyr_z9
MATCH Act cuts ASML off from 29% of its revenue by blocking tool sales and servicing to Chinese fabs
ASMLSHORT@ $1,801.88
$1,641.16+8.92%
since call Jun 24
peak +13.3%
in postSHORT
“I don't think it will pass cuz it will shut down a large chunk (25%-30%) of global DRAM and NAND output”
@zephyr_z9
MATCH Act in NDAA FY27 forces closure of SK Hynix China fabs, wiping 25-30% of global DRAM/NAND supply and crushing its stock
SKHXSHORTIDEA · NOT YET PRICED
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