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My long term bet is Nikon(NINOY). They still make older generations of lithography machines, and are the most obvious candidate to benefit from research at Okinawa University that would greatly reduce the number of mirrors needed between the laser source and the wafer. Reducing complexity and the energy used will lead to reduce costs and allow them to potentially disrupt ASML. The stock is up 20% since I bought it and pays almost a 3% dividend. Even if the sector shrinks for a time, Im holding long term.
Im in Nikon (NINOY) because at Okinawa Univ they made a breakthrough in EUV design that could allow reducing the complexity of the optics needed, which also substantially reduces power consumption. Cannon is dedicated to nanoimprint litho, so Nikon seems like the obvious logical recipient of that tech. They have litho experience in older nodes, are a pretty stable company, and pay a 3% dividend. Pretty safe bet for a potential asml disruptor.
Nikon (NINOY) has done right by me.
Im not invested in ASML, although their EUV tech is impressive. I do have some money in Nikon(NINOY). The reason is I expect they will be the beneficiary of this research breakthrough, which would simplify EUV lithography and reduce the amount of energy it consumes by 90%. If successfully brought to market could supplant ASML's monopoly on the tech. The stock pays a 3% dividend and has been pretty stable so it seemed like a relatively safe bet with huge potential upside.
Nikon NINOY. [Because this](https://www.oist.jp/news-center/news/2024/7/29/innovative-euv-lithography-technology-dramatically-increases-energy-efficiency-and-reduces-capital). Basically a much simplified way to do EUV that reduces the number of big expensive mirrors needed, also reducing power consumption by 90%. Could disrupt ASML. Canon is all in on nano imprint, so Nikon is the Japanese company most likely to benefit. They have photolithography experience from legacy nodes. Also pays a 3% dividend and is relatively stable, so seems like a relatively safe long term bet with big potential upside.
I bought Nikon (NINOY) recently. The reason was [this.]( https://www.oist.jp/news-center/news/2024/7/29/innovative-euv-lithography-technology-dramatically-increases-energy-efficiency-and-reduces-capital) Nikon has photolithography experience. Canon is all in on nanoimprint, so Nikon is the natural recipient of this tech, which will give them a serious shot at ASMLs market share if they can make it happen. Price has been pretty stable over the last five years and they pat a 3.5% dividend, so it is a relatively low risk bet with huge potential upside.
$NINOY - Nikon acquires Red Camera
Think more broadly. Every fab in the world uses the same tooling suppliers. ASML ($ASML), Applied Materials ($AMAT), and Tokyo Electronics ($TOELY, but it's OTC) are a few. Samsung is a little different, because they do as much of their stuff in-house - the majority of their tools are SEMES, which is a subsidiary, and isn't publicly traded. If you want to get even more granular, look at the OEs for the tooling. All photolithography and metrology tools need obscenely expensive lenses, and there are basically three companies that make them - Canon ($CAJ), Nikon ($NINOY, OTC), and Carl Zeiss ($CZMWY, OTC). All wafers are moved around a fab in something called a FOUP (Front Opening Unified Pod), which is a sealable, cleanable box with slots to hold wafers, that can be easily picked up by robots and humans alike. Entegris ($ENTG) makes them, among many others. Chemical suppliers is another huge one. Fabs go through massive amounts of chemicals; off the top of my head: sulfuric acid, hydrochloric acid, hydrofluoric acid, hydrogen peroxide, boron trichloride, isopropyl alcohol, and chlorine trifluoride. Any amount of that one is too much - it ignites *sand* FFS. Sulfuric acid mostly comes from petroleum processing; not sure about any of the others but I'm sure you can figure that out. Finally, if you want to get really dicey you could invest in real estate near the new fabs. Samsung's new plant in Taylor is particularly interesting, because Taylor is not a large town, and there's basically one road going to it from civilization - Highway 79, from Round Rock, a suburb north of Austin. Any housing with easy access to 79 is gonna be extremely desirable, but tbf there are tons of other factors around Austin real estate.