华为或计划于26年量产基于LDP技术的EUV光刻机
华为似乎正在开发自己的 EUV 技术，使用激光诱导放电等离子体（LDP）技术，计划在 2026 年实现量产。
据 Techzine 报道，这一技术可能比 ASML 的激光产生等离子体（LPP）技术更节能，同时能产生同样所需的 13.5 纳米 EUV 辐射，用于先进芯片制造。这可能威胁 ASML 的市场主导地位，尤其是在中国芯片制造商如中芯国际因出口限制而受限于 DUV 技术时。
techzine
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Importantly, that investor viewpoint is not new. It cycles in when conditions are right (and vice versa). It also brings the ineffective warnings of an overpriced market with it.Looking toward a good 2022 stock market, there is no apparent reason to expect these issues to change.
A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
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