I don't know what to think. The semiconductor industry is very competitive. The machine for it rather not. ASML is the market leader and I don't know if you can change that so easily. The machines are planned and bought in advance and it will be difficult for Canon to gain market share. The 2 nm processors with Tsmc have already started, which means that there are already machines for this. Canon would either have to be technically better or significantly cheaper.
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10Mon
@cashmitkopf significantly cheaper create the apparently https://www.pcgameshardware.de/Wirtschaft-Thema-238882/News/Nanoimprint-Lithography-Canon-will-ASML-Dominanz-brechen-1433460/
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@Joris I imagine a tenth of the price to be very unrealistic. But if it's true, you break into a monopoly market and make huge profits. There are only a few duopolies
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10Mon
@cashmitkopf Yes, I imagine a 10th is a lot and if they also offer almost the technology then some will take the machines. I would like to start saving ASML, but don't you think Canon could be an opportunity?
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@Joris First of all, you have to see how much of the turnover the Canon machines would make. Then you have to estimate how much cheaper the machines can actually be and whether Canon could actually take market share from ASML. If the share price doesn't price in this opportunity properly, in your opinion, there could certainly be growth opportunities in the share price. But if it's not so good or cheap in the end, you're reaching into the void. I've never looked at the share to be able to tell you how and what is priced in or how good it is.
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@Joris I'll link you to an article here on how the laser system of lithography machines works. https://www.fraunhofer.de/de/forschung/aktuelles-aus-der-forschung/euv-lithographie.html#:~:text=EUV%2DLight%20is%20very%20difficult,wavelength%C3%A4nge%20of%2013%2C5%20nanometers Trump & ASML have a 10 to 15 year head start and there are already reasons why you have to use lasers.
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