(株)タムラ製作所【6768】の掲示板 2021/06/25
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3102
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2021年6月25日 23:04
>>3100
②
Stock prices will not only react to the quantity of the market size! It also reflects the characteristics and quality of materials. Lasertec (6920) is already developing inspection equipment for all SiC (silicon carbide), GaN (gallium nitride) and Ga₂O₃ (gallium oxide) semiconductors. However, the size of the market for these products is still undecided at this point, and is probably around 10 billion yen at most. However, Lasertec (6920) has a market capitalization of over 2 trillion yen. Similarly, the current small market size of Ga₂O₃ semiconductors (gallium oxide) will not keep the market capitalization of Tamura Corporation (6768) small forever. Expectations for new power semiconductors are much greater than we can imagine, and they are extending into space. The demand for practical, stable power semiconductors in space is unbelievably huge.
>>3081
Not really! ①
Because it's on the scale of a sample shipment not intended for practical use!
But even then, it has exceeded the expectations of gallium nitride.
If, hypothetically, some of the current weaknesses are overcome, and 300 mm is in sight, then
If the current weaknesses are overcome, and 300mm is in sight, not only will all power semiconductors be replaced by gallium oxide semiconductors, but the new market scale will also be enormous.
The scale of the new market will be enormous, reaching several tens of trillions of yen by 2040.