The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Sebastian Kuenne - RBC Capital Markets, Research Division - Analyst
: Sebastian Kuenne here. Two questions here. First of all, in the leading edge side of the semiconductor market, semiconductor equipment, you put
the transfer valves and control valves and so on. How many competitors do you now have inside that equipment? Or is this now approaching
100%?
Second question would be with this fast expansion that you currently see, what are the risks that you see in terms of suppliers keeping pace, raw
material prices going up and so on. What risks do you currently address that allow you then to grow at a higher rate? These would be my first 2
questions.
Question: Sebastian Kuenne - RBC Capital Markets, Research Division - Analyst
: Above 90%?
Question: Sebastian Kuenne - RBC Capital Markets, Research Division - Analyst
: Yes. I have a few follow-ups. So adjacent -- or adjacency business, the margin potential that you have, can you confirm that this is similar to the
valve business for new equipment? And then battery production, you mentioned, vacuum is needed in production, but is it lower vacuum? And
does this business, therefore, have more competition? And is this becoming a mass business for you, like a large scale business? Or does it remain
a niche? And finally, if I may, selling into China, are there currently any restrictions? And what business do you see in the ramp-up of Chinese
semiconductor production?
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