Equipment & consumables · Japan
Canon
7751 JPCAJPY US Work there, own it, buy from it ↓
Lithography and nanoimprint. Holds none of the How this is computedCount of rows in the bottleneck corpus: every material plus every non-material chokepoint.Method →Code → bottlenecks tracked here; listed as context for its step of the chain.
Why graded so · An alternative path that has not yet displaced anything at volume.
Role cited from global.canon ↗. The grade is this project’s judgement. Report an error
01What it rests on, and what rests on it
Sells into
- Advanced packaging capacity
“unit sales of Canon’s advanced back-end lithography systems, which have become the industry standard, exceeded those of the previous year.”
global.canon · primary source · Annual Report 2025. Back-end lithography is packaging; customers are not named.
- High-bandwidth memory stacking yield
“Strong demand from AI data centers driving equipment growth for memory devices.”
global.canon · primary source · A headline in the annual report. Memory in general, not HBM.
A recorded dependency is a sentence, not a share, a volume or a contract. Walk it on a portfolio →
02Others at the same step of the chain
- ASMLEUV and DUV lithography systemsChokepoint
- Carl Zeiss SMTEUV projection opticsChokepoint
- TrumpfEUV plasma-source lasersChokepoint
- Applied MaterialsDeposition, etch and process toolsConcentrated
- Lam ResearchEtch and depositionConcentrated
- Tokyo ElectronCoaters, developers, etchConcentrated
- KLAProcess control and metrologyConcentrated
- ASM InternationalAtomic layer depositionConcentrated
- JSRPhotoresistsChokepoint
- Tokyo Ohka KogyoPhotoresists and process chemicalsChokepoint
- Shin-Etsu ChemicalPhotoresists, masks and siliconesChokepoint
- NikonLithography systemsCompetitive
03Ways to take part
Not investment advice. This says how the public can reach a company — a job, its shares, its products — not whether anyone should. It takes no account of anyone’s circumstances, and a company holding a chokepoint is not a reason to own it. What this is not
- Work there
- It publishes its roles on its own careers page.Official careers page ↗
- Own part of it
- Its shares trade publicly as 7751 JP and CAJPY US, bought and sold through a broker that reaches that exchange.7751 JP listing record ↗CAJPY US listing record ↗
- Buy from it
- What it does in the chain: Lithography and nanoimprint. At this depth of the chain most sales are to other businesses, under contract. Its own page describes what it offers.Its own page ↗
04Hiring
Its roles are published on its own site, which Substrata links rather than reads. Official careers page ↗
05What this holds up
- Software scaffoldone turn: Minutes
sells into Advanced packaging capacity, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
- Frontier training runone turn: Weeks to months
sells into Advanced packaging capacity, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
- Software scaffoldone turn: Minutes
sells into High-bandwidth memory stacking yield, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
- Frontier training runone turn: Weeks to months
sells into High-bandwidth memory stacking yield, which gates it.
Worst judgement on this loop: How this is computedThe highest severity score among the bottlenecks recorded as gates on the loop.Method →Code →, judged 2026-09-15 · this join is primary source
A loop is one design, build and measure turn. Severity is a dated judgement on a 0–12 scale, not a measurement, and the judgements are not added together — the figure shown is the worst single one.
06Sources
- global.canon ↗ — its role in the chain: Lithography and nanoimprint
Discussion
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