Huawei

Episodes: 3
Share: 0.3%
Shows: 3
Net sentiment: –

Bullish 0Mixed 0Neutral 1Bearish 2

Came up most in

5 weeks

Share of each week's episodes naming it, and net sentiment.

0%2%4%

Sep 21Sep 28Oct 5Oct 12Oct 19

Net sentiment

−10+1

Sep 21Sep 28Oct 5Oct 12Oct 19

The episodes that named it

Why each one was bullish, bearish or in between on Huawei. Longest episodes first.

Bearish 2

Would face constrained lithography supply for its Ascend AI chips under the proposed restrictions.The MATCH Act and China’s DUV Imports · ChinaTalk · Oct 20
Its AI chip output depends on the immersion DUV tools China has imported.How China Got 340 DUVi Lithography Machines and Why We Should Stop Selling Them with Saif Khan and Nick Brown · The AI Power Podcast · Oct 19

Neutral 1

Its Kirin phone uses hybrid bonding to work around process limits and drives demand for advanced packaging.Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and Its Patents Show How (AI Supply Chain) | Jordan Nanos, Howie, Sherry Zhang · SemiAnalysis Weekly · Oct 23

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.

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