Episode 53: Are ASML’s Days of Lithography Dominance Coming to An End? ASML and Canon Stock Analysis

ASML has a stranglehold (but not a total monopoly) on lithography equipment for semiconductor manufacturing. Japanese conglomerate Canon (CAJPY) is doubling down on competing advanced chipmaking equipment it originally acquired in 2014, and recently announced a new breakthrough it thinks could compete with ASML’s most advanced machines. Canon certainly wants to be more than a PR-driven player in this department, but ASML’s roots are deep in the chip supply chain. In this video, Chip Stock Investors Nick and Kasey discuss aspects of lithography that make ASML special, but how Canon’s nanoimprint lithography (NIL) machines could make some headway in the years to come. They also discuss how they’re handling ASML stock, given its elevated valuation and new risks that could emerge for the business. Chapters: 0:00 The Semiconductor Manufacturing Process 03:11 ASML & Canon In the Semiconductor Manufacturing Process 10:11 Photolithography vs Nano Imprint Lithography 15:59 What Happened to NIL? 17:54 How Can NIL Be Used? 20:09 ASML vs Canon Stock 25:17 Is ASML At Risk? Links for source material: https://global.canon/en/technology/nil-2023.html https://semiengineering.com/what-happened-to-nanoimprint-litho/ https://global.canon/en/news/2023/20231013.html https://www.youtube.com/watch?app=desktop&v=GSuTyOMq1Bg https://www.appliedmaterials.com/us/en/product-library/sculpta.html If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor #asml #Canon #lithography #duv #euv #nanoimprint#semiconductor #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. Nick and Kasey Rossolillo own shares of ASML.