Canatu: takeaways from ASML, TSMC and DeepSeek’s latest development
Following ASML and TSMC’s results and DeepSeek’s latest model release, we examine the implications for Canatu’s pellicle revenue trajectory, with a favourable read-across for CNT-based EUV pellicle adoption. Strong ASML and TSMC results suggest ~50 EUV lithography systems delivered in 2025, of whic
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
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