智通财经APP获悉,兴业证券发布研报称,光刻机作为芯片制造光刻环节的核心设备,目前全球前道光刻机被ASML、尼康、佳能垄断,实现光刻机的国产替代势在必行,具有重大战略意义。建议持续关注光刻机产业链相关零部件上市公司,其中光源系统环节包括福晶科技(00 ...
Nikon projects that the ArFi market will grow by 40-50 per cent over the next decade. The company hopes to attract major chipmakers, including Intel, Samsung and TSMC, to use its systems.
The market of lithography systems was practically monopolized by the two Japanese giants of Canon and Nikon Corp. until about 30 years ago. Those companies, however, lagged behind ASML in pursuing ...
The latest U.S. rules extend restrictions to computational lithography software, a critical tool for optimizing lithography machines like those made by ASML and competitors Nikon and Canon.
Nikon plans to introduce a new ArF immersion lithography system platform in fiscal year 2028 (April 2028 - March 2029) that offers compatibility with ASML equipment, marking a strategic move to ...
I rate ASML a buy due to its market dominance ... If you compare this to Canon’s $2.14 billion, that is a gap of about $2.32 billion which not only prevents these existing competitors from ...
China's market for lithography machines, which print highly complex circuit patterns onto silicon wafers, is 99 per cent ...
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