Chasing ASML's Dominance: Canon and Nikon Are Doing Something The Market Misses

ASML delivered another dominant quarter, reinforcing its leadership in semiconductor-manufacturing equipment. The article flags an underappreciated competitive development: Canon and Nikon are building positions in chip production technology, with an unnamed memory-chip maker already placing a bet on their capabilities. The emerging competition could matter for longer-term equipment-market assumptions, though no financial figures or investment size were disclosed.