Look here. https://www.visualcapitalist.com/top-10-semiconductor-companies-by-market-share/ There is a breakdown based on data from 2021, which company has which market share in semiconductor production.$005930 and $2330 have 71% of the market share. I would not invest in a company like Canon, which is only now entering the market.
TSMC alone has a market capitalization of over 420 billion euros, while Canon is only offering 30.5 billion euros. This means that TSMC is worth more than 10 times as much as Canon, and Canon now wants to enter the semiconductor market with a new machine...
TSMC alone has a market capitalization of over 420 billion euros, while Canon is only offering 30.5 billion euros. This means that TSMC is worth more than 10 times as much as Canon, and Canon now wants to enter the semiconductor market with a new machine...
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11Mon
@Staatsmann $005930 and $2330 produce the chips but Canon wants to compete with $ASML or do I interpret the text wrong Thank you in any case for your opinion
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@Doic This was only an example, because the two primarily rely on ASML :) ASML itself has a market share of conservatively calculated 80% in the industry with a market capitalization of over €230 billion. Canon now wants to enter the market with a machine type that is massively dominated by ASML. Such a thing is only possible through one of two things: Either Canon is massively cheaper or far more efficient. Otherwise, not much of the cake falls for the app, because ASML also does not stand still in the further development.
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@Staatsmann Dankeschön
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@Joris Nevertheless, ASML has a completely different market position and with a market share of over 80%, I personally would not bet on a disruption to Canon.
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10Mon
@Staatsmann would also like to start saving in ASML, but don't you think Canon could be an opportunity?
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@Joris It's a bet you can make. I'm all for speculative things, but with a competitor that commands over 80% of the market, it's more like gambling, casino-style from my point of view.
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