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$KLA · KLA

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Serenity (@aleabitoreddit) full tracker →

Watching · 1 mention(s), 0 personal-position post(s) · first 2026-09-04 · last 2026-09-04

“So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier) Japan has many near/complete monoplies like: - TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share - coat/develop equiment with Tokyo Electron -90%+ - actinic EUV patterned mask inspection (Lasertec) -…” post →

All 1 tweet(s) mentioning this ticker
DateTweet
2026-09-04T10:35:17So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier) Japan has many near/complete monoplies like: - TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share - … → · 782 likes · 358,280 views

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