contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Canatu is a technology company active in deep technology that creates carbon nanotubes (Canatu CNT), related products and manufacturing equipment for the semiconductor, automotive and medical diagnostics industries. The company operates through two business models, firstly using their own reactors to develop and manufacture CNT products. Second, the company sells its CNT reactors and licenses its related technology, allowing customers to produce the products themselves under a limited license.

Micron (DRAM memory manufacturer) has in 2025-2026 deployed its first production line using EUV instead of the former DUV (‘1-gamma production line’). Based on public sources, they are using ASML NXE:3800D and E scanners, i.e., 500W or less. These can still manage without pellicles. Gemini:   Where is it used? EUV equipment was first deployed at the Hiroshima plant in Japan. During 2025 and 2026, Micron has begun shipping its first 1-gamma process-based DDR5 and LPDDR5X memories to customers. Why EUV? It enables the construction of a significantly denser and more energy-efficient memory cell with a single exposure compared to traditional multi-patterning DUV technology. According to Micron, the 1-gamma node improves bit density by over 30% and reduces power consumption by up to 20% compared to the previous generation.   In a video from a couple of years ago, there is discussion about the use of EUV Pellicles after the 17-minute mark. The talk examines the pros and cons of these. Interestingly, around the 19:15 mark, they say: “Maybe by the time when the industry gets into CNT pellicles it could tilt the scale more favorly”.  link:              A fellow forum member made an interesting observation about Micron and the job advertisements for their Mask Technology Center (MTC). Based on the job ad, Micron has identified an ‘industry inflection point’ regarding the adoption of EUV pellicles on the memory side. This could potentially also involve production using High NA EUV lithography sometime in the future.  link:           careers.micron.com              Process Engineer, Photomask Inspection | Micron Technology    Pellicle jobs in Micron Technology                             In my opinion, the trend on the memory side is clear: more efficient memories and even lower power consumption are needed. The transition from DUV → EUV supports this, and Micron is perhaps slightly behind Samsung and SK Hynix in this regard. In their latest memory chips, a significant portion of the layers is already made using EUV. In the future (3y+), it will be interesting to see if the same thing happens on the memory side as what is expected to happen with these other foundries as nodes advance to the next generations.

Intel’s CFO reiterated that the company remains aligned with its original roadmap. Under the current plan, 14A is expected to enter risk production in 2027, with volume production targeted for 2029.                    TrendForce              [News] Intel Reportedly Reconsiders 18A for External Use, Hinting EMIB Could...    Intel is reportedly reconsidering its strategy for the 18A node. According to Reuters, Intel Chief Financial Officer David Zinsner said CEO Lip-Bu Tan...                             Canatu’s upcoming roadmap update will likely reflect Intel’s and TSMC’s 1.4nm production to some extent - although the presumed negotiations with Intel are still in progress, so there is uncertainty in that regard. One bonus reactor is a strong possibility (for Intel) by the end of the year if a deal is reached. If the roadmaps don’t change significantly for the worse, quite a lot should start happening in 2028-2029. In 2027, the initial pace will be ramped up with Samsung.

A small nuance regarding the pellicle price:   In the earnings webcast, Kokkonen spoke about composite pellicle prices ranging between ~$35-50k. He also implied that CNTs are ‘of course more valuable’, etc.   In previous news (01/2026), it was reported that the internally produced pellicles for Samsung’s use would be in the >35k€ price range (estimate). This would fall into that composite category (30-43k€ in euros).    Accordingly, it is expected that the introduction of domestically produced EUV pellicles will have a significant impact on the equipment and parts industry. The price of the EUV pellicle is estimated to be more than 60 million won.  I wonder if there was a slip-up by Kokkonen here? Looking at public sources, EUV pellicles have previously been in the maybe $10k price range, and they are indeed now expected to rise to that upper range I mentioned.  Perhaps he accidentally let his own price range slip out; or alternatively, Canatu really intends to sell super expensive pellicles (e.g., $50-100k?). I believe the former is more likely.

Exclusive: Tesla to “More Than Double AI6 Production”… Pursuing Additional Orders with Samsung   Summary  Tesla has been identified as being in discussions with Samsung Electronics to expand production volumes of its next-generation artificial intelligence (AI) chip. The two companies are reportedly at the stage of negotiating additional orders on top of existing contract volumes. According to industry sources on March 4, senior Tesla procurement officials are scheduled to visit Samsung Electronics this week to discuss expanding foundry production volumes for the 2-nanometer next-generation AI chip, AI6. Tesla is understood to have already communicated its request for additional volumes to Samsung Electronics ahead of this visit. The volume contracted last year was approximately 16,000 wafers per month on a wafer-input basis. The additional volume Tesla has requested is roughly 24,000 wafers. This visit is intended to negotiate specific supply terms based on that request. If the deal is finalized, total production volume would increase to approximately 40,000 wafers — a volume that could significantly contribute to securing initial utilization rates at Samsung Electronics’ foundry fab currently under construction in Taylor, Texas. Tesla previously signed a foundry contract with Samsung Electronics last year for AI6 chip production. At the time, the contract covered a supply period through December 31, 2033, with a contract value of approximately KRW 22.8 trillion. Given the eight-year long-term nature of the contract, analysts interpreted this as implying KRW 2–3 trillion in new annual revenue. Because the additional volumes now under discussion exceed the original contract volumes, the additional contract value is expected to be even larger. The AI6 chip is reportedly intended for use across multiple Tesla platforms. Industry observers expect the chip to be deployed not only in vehicle autonomous driving systems but also in the Optimus humanoid robot and Tesla’s own AI data centers. The AI6 cluster is expected to take over the role of Dojo, Tesla’s in-house AI supercomputer that was effectively shelved last year. Industry sources believe it will be operated in a cluster configuration, with multiple chips grouped on a single server board. Tesla has recently been ramping up AI infrastructure investment significantly to advance its autonomous driving services and robot development. During its January earnings call, Tesla stated that “this year’s capital expenditure will expand to a record level exceeding approximately $20 billion.” This is roughly double the recent annual investment range of $8–11 billion. Samsung Electronics’ semiconductor partnership with Tesla dates back to 2019. At the time, the System LSI division participated in ASIC design while the foundry division produced the chip on its 14nm process — that product was HW3 (AI3). HW4 (AI4), currently installed in vehicles, was also produced on Samsung’s 5nm process. While Tesla split AI5 production between TSMC and Samsung, it has decided to place AI6 production back with Samsung. Tesla is pursuing a so-called “No China, No Taiwan” strategy with its major component suppliers. The company has already openly communicated this strategy to module partners, urging them to exclude components from those regions. This is a strategic move to eliminate supply chain risks for core components, including semiconductors, amid escalating U.S.-China tensions and Taiwan Strait risks. Samsung Electronics’ Taylor fab, a leading-edge process facility located in Texas, aligns precisely with this strategy. Once these additional order negotiations are concluded, Samsung Electronics’ foundry division will have secured substantial volumes at leading-edge nodes. An industry official commented, “While final confirmation and detailed production schedules remain subject to change, if this deal goes through, it would serve as a powerful catalyst for a turnaround in Samsung Electronics’ foundry business.” The partnership between the two companies extends beyond semiconductor manufacturing. Samsung Electronics’ System LSI division has completed development of a 5G vehicle modem for Tesla and is set to begin supply in the first half of this year. Initial volumes are expected to be applied to Texas robotaxis before expanding to general vehicles. The scope of collaboration between the two companies continues to broaden.                     디일렉(THE ELEC) – 4 Mar 26              테슬라 "AI6 생산 2배 이상 확대"… 삼성에 추가 발주 추진 - 디일렉(THE ELEC)    테슬라가 삼성전자와 차세대 인공지능(AI) 칩 생산 물량 확대를 논의 중인 것으로 파악됐다. 기존 계약 물량에 더해 추가 주문을 협의하는 단계로 알려졌다.4일 업                             As I understand it, this AI6 is precisely the product that Samsung will be manufacturing at the Taylor Fab on a 2nm / 500W line using Canatu pellicles. These kinds of additional orders could serve as a good catalyst for the need for a second reactor. Speculation: There are many variables, but next year with a production volume of 40k wafers (AI6 alone), one could roughly estimate that 8 NXE:3800E units would be needed in continuous production (24/7), which would push total monthly pellicle consumption over a hundred units (assuming a conservative 10k exposures per pellicle). Depending on other parameters estimated, royalties could easily exceed €500k per month. Let’s say a guess of 5–7 million on an annual level from '27 onwards.

Here is a company report on Canatu from Atte regarding the H2 results.  We reiterate our Add recommendation for Canatu, but lower the target price to EUR 9.0 (previously EUR 10.0). The company’s loss for the end of the year was slightly smaller than our expectations, but our forecasts have decreased based on the outlook comments for 2026. Following last year’s weak performance, a clear dent has appeared in the company’s growth story, which is also reflected in the share price. Nevertheless, the market for Canatu’s CNT-based pellicles is still forming, and the company’s position here appears strong. Canatu’s long-term potential thus remains attractive, but investors are required to have patience, which is being put to the test.                   Inderes              Canatu H2'25: Kasvutarinan lovi on vielä paikattavissa - Inderes    Viime vuoden heikon kehityksen jäljiltä yhtiön kasvutarinaan on tullut selkeä lovi, mikä näkyy myös osakekurssissa.

A few takeaways from the webcast regarding the semiconductor industry (Free Q&A translations noted below):   Reference to the early-year SPIE conference and the Beryllium presentation (a reference to the SPIE presentation was mentioned here earlier): “It is known that Beryllium is extremely toxic, and there was clear reluctance to introduce such material into EUV tools. We will continue with CNT pellicles for as far as we have visibility ahead.”   Competitive situation: “Lintec hasn’t gained traction in the market so far, even though they developed their own solution. They were the ones who called and asked us for reactors (last year). As for Mitsui, they are using an uncoated CNT pellicle, so its durability cannot match Canatu’s. Therefore, Canatu’s market position in CNT pellicles is ‘very competitive’.”   “First license fees from CNT100 production are coming from a customer this year.”   Confirmation that CNT pellicles are needed from 600W levels regardless of whether it is Low or High-NA.   “Canatu is also used in 2nm production / sub-600W production” (my own interpretation: This, in my opinion, confirms that for Samsung, it’s about the starting Low NA production this year at the Taylor Fab).   Timont’s own question: “Foundries are showing high interest in Low NA 600W tools regarding pellicles. The entire industry (ASML) is welcoming CNT pellicles with ‘great enthusiasm’. This allows for more power to be extracted from these tools. From ASML’s side, they have come to thank Kokkonen for having this solution available.”   In my opinion, this technical side still looks really good. Just have to wait for the nodes to progress. strong hodl

Canatu

Canatu Plc Managers’ transactions 5 March 2026 at 4:00 p.m. EETCanatu Oyj - Managers' transactions - Reims____________________________________________Person subject to the notification requirementName...

Canatu Plc Managers’ transactions 5 March 2026 at 4:00 p.m. EETCanatu Oyj - Managers' transactions - Reims____________________________________________Person subject to the notification requirementName: Reims, Ann-SofiPosition: Other senior managerIssuer: Canatu OyjLEI: 743700CKOP7IHGI98B12Notification type: INITIAL NOTIFICATIONReference number: 743700CKOP7IHGI98B12_20260305095334_16____________________________________________Transaction date: 2026-03-04Venue: FSMEInstrument type: SHAREISIN: FI4000512496Nature of the transaction: ACQUISITIONTransaction details(1): Volume: 324 Unit price: 7.9835 EURAggregated transactions(1): Volume: 324 Volume weighted average price: 7.9835 EURAdditional informationJuha Kokkonen, CEO, juha.kokkonen@canatu.com, +358 40 543 0367 Mari Makkonen, VP, IR, Communications &amp; Marketing, mari.makkonen@canatu.com, +358 50 442 2343Certified adviserDNB Carnegie Investment Bank AB (publ), tel. +46 (0) 8&nbsp;588&nbsp;685 70About CanatuCanatu (CANATU, Nasdaq First North, Finland) is a fast-growing deep technology company creating advanced carbon nanotubes (Canatu CNTs), related products, and manufacturing equipment for the semiconductor, automotive, and medical diagnostics industries. Canatu partners with forerunner companies, together transforming products for better tomorrows with nano carbon.Canatu's versatile platform technology has broad potential applications. Its current core includes CNT membranes for extreme ultraviolet (EUV) processes in the semiconductor industry, enabling more effective manufacturing of the most advanced chips, as well as film heaters for advanced driver-assistance systems (ADAS) in the automotive industry. Additionally, electrochemical sensors for medical diagnostics are in the development phase. Canatu’s patented CNT reactors and Dry DepositionTM method yield clean and pristine CNTs. The company operates through two business models: selling CNT products directly, as well as selling CNT reactors and licensing the related technology so that customers can produce CNT products under a limited license.Headquartered in Finland, Canatu also operates in the US, Japan and Taiwan. Founded in 2004 as a spin-off from Aalto University’s Nanomaterials Group, Canatu currently has 145 full-time equivalent employees representing over 35 nationalities, with nearly 20% holding or pursuing doctorates. Discover more at <a href="http://www.canatu.com/">www.canatu.com</a> and follow us on <a href="https://www.linkedin.com/company/canatu">LinkedIn</a>.