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Doda
@Doda
1Año·

$7751 (-0,73 %) 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."



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GeldmitKopf@cashwithhead
1Año
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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Joris@Joris
1Año
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GeldmitKopf@cashwithhead
1Año
@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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Joris@Joris
1Año
@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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GeldmitKopf@cashwithhead
1Año
@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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Enrique@Dividenden_Monteur
1Año
@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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Luffy@Luffy3D2Y
1Año
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
1Año
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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Doda@Doda
1Año
@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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Staatsmann@Staatsmann
1Año
@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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Doda@Doda
1Año
@Staatsmann Dankeschön
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Joris@Joris
1Año
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Staatsmann@Staatsmann
1Año
@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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Joris@Joris
1Año
@Staatsmann would also like to start saving in ASML, but don't you think Canon could be an opportunity?
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Staatsmann@Staatsmann
1Año
@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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