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予防医療は人生のリターンを高めるのか?
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Intelの比率がここまで高くなっていたとは…EUVは、ASML以外は開発から脱落したが、ニコンがやっているArF液浸までの需要は半導体メーカーで一定はあるはずだが。
Nikon: 4bn USD to 1.3 bn USD revenues for visual technology
(下記、Nikon 記事の内容とは離れますが…)

Standalone camera market continues to struggle due to the drastic improvements of smartphone cameras.

Semiconductor production tech of Nikon suffers with Intel, the main customer of Nikon in this business field.

I would imagine, if Apple buys Nikon to strengthen its camera R&D for optical design while Apple software competence adds value to the standalone camera, it would be a great combination.

And the semicon business could be span off with increased capital to make Japan or the US to strengthen chip production vs Taiwan and China, which poses a huge geopolitical challenge in the 21st century due to the CCP’s One China Policy.

Nikon has great human and tech assets, but the management failed to make use of them to a full extent, I hope a new management arrives in one way or another, to make a positive change.

Nikon is too good to fail.

#nikon #cameramarket #optics #apple
光学機器の大手メーカー。カメラのほか、半導体や顕微鏡・測定機などを展開。健康・医療分野にも参入。スマートフォンなどに使われている高精細パネルの製造装置では世界トップシェア。
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5,402 億円

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Intel is a leading digital chipmaker, focused on the design and manufacturing of microprocessors for the global personal computer and data center markets.
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25.6 兆円

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