# Hoya

> Markdown twin of https://roboterminal.app/companies/hoya · https://roboterminal.app/companies/hoya.md

## On shared sources

- [ASML](https://roboterminal.app/companies/asml) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Resonac](https://roboterminal.app/companies/resonac) (1)
- [Seagate](https://roboterminal.app/companies/seagate) (1)
- [Shin-Etsu](https://roboterminal.app/companies/shin-etsu) (1)
- [TDK](https://roboterminal.app/companies/tdk) (1)
- [Tokyo Electron](https://roboterminal.app/companies/tokyo-electron) (1)
- [Toshiba](https://roboterminal.app/companies/toshiba) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2108532956193051134)
  Expert Takeaways: HDDs > Toshiba Investment Restart: Toshiba’s 60 billion investment plan is a restart of previously paused capacity builds, not a brand-new expansion. > Seagate/TDK Rumors Cleared: Re…
- [@smsehy on X](https://x.com/smsehy/status/2100382552993501658)
  The true chokepoints in the semiconductor supply chain are the specialized material science and precision engineering firms. Companies like ASML, Tokyo Electron, HOYA, and Shin-Etsu operate as critica…
- [@smsehy on X](https://x.com/smsehy/status/2100382364237279284)
  The semiconductor industry is not a market. It’s a stack of monopolies. Everyone talks about TSMC and NVIDIA. Almost nobody talks about the companies without which neither can ship an advanced chip. •…

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Source: Roboterminal · https://roboterminal.app/companies/hoya.md