Canon is confident that their nanoimprint technology can complement existing EUV technology in the semiconductor industry, starting with 3D Nand memory chips. However, analysts doubt the impact it will have, stating that nanoimprint is not a superior technology. Canon aims to achieve greater miniaturization levels, starting at 5nm and targeting 2nm. Achieving a high yield is crucial for success, with a near 90 percent flaw-free rate needed to compete with EUV. Canon faces challenges in convincing customers to adopt the new technology and navigate export controls that limit their market potential, particularly in China. Takeishi acknowledges the uncertainties ahead in this complex landscape.
https://arstechnica.com/reviews/2024/01/canon-plans-to-disrupt-chipmaking-with-low-cost-stamp-machine/