In today’s briefing:
- Toshiba (6502 JP): Kioxia Nanoimprint Update – Look to the Next Cycle
Toshiba (6502 JP): Kioxia Nanoimprint Update – Look to the Next Cycle
- Canon’s reported capital spending plan suggest that commercial production of nanoimprint lithography tools could start in time for the next semiconductor up-cycle.
- If this is the case, Kioxia is likely to be the main beneficiary. In the meantime, LightStream recommends that investors in Toshiba hedge against tech/semi weakness.
- Technical hurdles remain formidable, but nanoimprint lithography has the potential to be much cheaper than EUV.
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