Nikon, every mention

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every year anyone John Bathgate 2David Rosenthal 1Ben Gilbert 1

Verbatim, from the transcripts: the passages where Nikon comes up

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TSMC · Acquired Jan 21, 2025 · 1 mention

  • ▶ 1:27:59 Ben Gilbert They used to have competitors, like Nikon used to compete with ASML on this, but it's too hard.

Nike (Audio) · Acquired Jul 25, 2023 · 1 mention

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 2 mentions

  • ▶ 1:44:12 John Bathgate Yeah, I, I think this is a really cool story about kind of how ASML came to be ASML and so strategic to the world is, um, you know, they had one competitor, which is Nikon in the lithography market.
  • ▶ 1:44:23 John Bathgate Um, and then like Nikon gave up on the market kind of coming into the last decade.
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