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.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars