What caught my interest is that they are collaborating in the development of a process to relatively quickly and cost effectively use photolithography to imprint semiconductors at 2 nms. If successful, my thinking is that they should be competitive with ASML at some point. Currently they have a market cap of about $8 billion, and pay a modest dividend.

I’ve taken a small position in this Japanese company (DNPLY), but actually find it hard to evaluate and would appreciate any input.

Thanks, Teaser

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