Company Overview
Nikon Corporation (TSE:7731) is best known for cameras and optical instruments, but its Precision Equipment division makes ArF immersion lithography scanners used in semiconductor fabs globally. After losing the EUV race to ASML, Nikon is pursuing two strategic bets: the DSP-100 digital lithography system for advanced packaging (back-end), and a next-generation ArF immersion scanner targeting sub-2nm nodes with a major customer prototype planned for FY2028 delivery. Company targets significant earnings recovery around 2030. Nikkei 225 constituent.