Zeiss and ASML currently have no competitors in the EUV lithography space as everyone else dropped out. (There was a big switch from lenses to mirrors)
I won't rule out a direct competitor, but they have a substantial moat.
They face some pressure from indirect competition like Canon Nanoimprint though.
I won't rule out a direct competitor, but they have a substantial moat.
They face some pressure from indirect competition like Canon Nanoimprint though.