Everyone should read tonight's Reuters report carefully; there is a detail:

English summary

'There is a breakthrough in lithography machine technology, mainly using domestic parts, but some Japanese parts suppliers have delivery delays.' This is a concrete reflection of the high prosperity in the semiconductor equipment parts segment, so we continue to be bullish on the investment logic and industry trend that parts have become the bottleneck in equipment capacity expansion. Why are semiconductor parts most likely to be in short supply? Just remember the core conclusion: four multipliers superimposed: 1. Equipment order growth; 2. Equipment manufacturers shifting from destocking to restocking; 3. Insufficient overseas supply driving domestic substitution; 4. Overseas equipment manufacturers actively sourcing from China! ---xz