Thursday, November 17, 2022

Highest of High Tech: Japan Is Coming Up Fast In The Chip Equipment Business

 From Asia Times, November 18:

Canon on cusp of nanoimprint chip-making revolution 
Japanese giant plans nanoimprint lithography equipment factory in a move that could break ASML’s EUV monopoly  

Canon is moving ahead with a plan to build a new factory in Japan to double the production of its semiconductor lithography equipment.

The planned facility will produce both the standard KrF and i-line machines that constitute the bulk of the division’s sales and the nanoimprint tools that Canon hopes will open a new era in semiconductor manufacturing.

Addressing investors after the announcement of third-quarter results in late October, Canon’s management referred to “our leading-edge nanoimprint lithography equipment.”

Indeed, Canon’s lithography gear is leading edge in the nanoimprint world. But is it a threat to ASML’s monopoly on extreme ultraviolet (EUV) photo-lithography equipment, as some have suggested?....

....MUCH MORE

ASML has a market cap of around $235 billion. I haven't looked recently but seem to recall their market share at something like 60%, and leading/bleeding edge at the high end. Breaking into that in a big way would almost be nind-boggling.

Here's U.S News & World Report, November 10:
ASML Launches 12 Billion Euro Buyback, Upgrades 2025 Forecast