LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
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Month: May 2020
The Impending Chinese NAND Apocalypse
SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.
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Mediatek Stands to Gain the Most from the New Cold War
The new cold war between the US and China is heating up again with Huawei being banned from having their
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Moore’s Law is Dead for DRAM and that is Great for SemiCap
Moore’s law has been the driver of semiconductor capabilities and cost for decades. This phenomenon is still being pushed by
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