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I’ve been researching a small Finnish company called **Canatu**, and it’s one of the most interesting investments I’ve come across in a while. It’s not a semiconductor company, not an AI company, and not a software business. It sits much deeper in the stack, at a physical bottleneck the entire AI and advanced chip industry quietly depends on. ***Quick disclaimer:*** *this is a deep-tech, supply-chain-driven idea. It’s not a clean financial multiple story and it requires some comfort with semiconductor …
— ORIGINAL POST ·
The Missing Link in the Semiconductor Supply Chain: Canatu
· r/investing
· Jan 28, 2026