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The question isn't if Canon can sell to China now. The question is when Canon decided to invest R&D into this machine, did they have any idea that China would b
by aurareturn 2y ago
The question isn't if Canon can sell to China now. The question is when Canon decided to invest R&D into this machine, did they have any idea that China would be cut off from this product?
I assume that Canon definitely wanted to sell to China.
But now the market is severely limited. TSMC uses ASML. Intel uses ASML. Both aim to manufacture the most cutting edge chips. That's where the money is. In addition, both TSMC and Intel own a fairly decent amount of shares in ASML.
- shipp02 2y agoIt would be sad to see the competition die just because it's a little late, especially in such an important and cornerstone piece of technology today.
- ksec 2y ago>The question is when Canon decided to invest R&D into this machine, They have been doing this R&D since the 90s. I doubt they think much into it whether China have access but more whether it could compete with traditional tools.
- Two4 2y agoIf there's one thing you want if you're highly dependent on a single vendor or supplier, it's a competitor to keep them in check. Expect the big players to buy a bunch of these, even if they do own shares in ASML.
- hindsightbias 2y agoCanon bought the tech in 2014 after working with the original startups from the 90s: https://www.youtube.com/watch?v=8UdNB3ZY4Ks https://www.youtube.com/watch?v=8UdNB3ZY4Ks Since the tech can't compete with EUV in volume, their market is probably niche/lower production runs at a significantly lower install price.