HOYA vs Lasertec: AI supply-chain exposure compared
The verdict
Lasertec carries the heavier AI-chain exposure (HOYA 47/100 vs Lasertec 53/100). They share 3 parts of the chain — including Foundry capacity, Yield, Photomask & reticle. Each owns 0 binding nodes.
Based on 3 mapped exposures for HOYA and 4 for Lasertec.
HOYA7741.T · Materials- Chain weight
- 47/100
- Parts exposed
- 3
- Layers spanned
- 1
- Bottlenecks owned
- 0
Lasertec6920.T · Chips- Chain weight
- 53/100
- Parts exposed
- 4
- Layers spanned
- 1
- Bottlenecks owned
- 0
Where they overlap
Only Lasertec
Frequently asked
Is HOYA or Lasertec more exposed to the AI supply chain?
Lasertec, on the model's chain-weight (HOYA 47/100 vs Lasertec 53/100).
What do HOYA and Lasertec have in common in the AI chain?
Both are exposed to Foundry capacity, Yield, Photomask & reticle.
How is this HOYA vs Lasertec comparison made?
From THE ENTITY's model of the AI value chain — each company's exposures to the parts of the chain, weighted by how central those parts are and its role. Structural, not a price target.
A structural comparison from our model of the AI value chain — illustrative, not investment advice.
as of 2026-07-17Medium confidence model v0.7.0