Doda (@Doda) en getquin

11Lun·

$7751 (+1,45 %) I would like to have your opinion on this :) am still quite new here so I would be happy about an exchange

"The Japanese electronics company Canon is getting deeper into the semiconductor competition with a new machine to make the most advanced chips."

www.it-times.deIT-TIMES

15 Comentarios

GeldmitKopf@cashwithhead

11Lun

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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Luffy@Luffy3D2Y

11Lun

Hard to say... anything can happen on the market. Today you are the market leader, the next year someone has stolen 20% of your market share. Or your technology is so good that no one can copy it. I can't imagine that in this case. Sometimes it only takes one or more clever minds to turn the market upside down.

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Staatsmann@Staatsmann

11Lun

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...

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