Caught Between ASML and China: Nikon and the Emerging Split in the Semiconductor Industry
Original Article By SemiVision Research [Reading time: 15 mins]
From Nikon’s Massive Loss to a New Semiconductor Order: Mature Nodes, Equipment Nationalization, and China’s Rewriting of the Industry Landscape
In 2026, the semiconductor industry’s hottest buzzwords still appear to be AI, HBM, advanced packaging, 2nm, and EUV. But if we zoom out slightly, the developments that deserve the most attention are often not t…
