I, Semiconductor – The Regionalization Of Semiconductors Due To Global Supply Chain Instability
Western fabs and semiconductor capital equipment spending to go bonkers
Read moreWestern fabs and semiconductor capital equipment spending to go bonkers
Read moreThis will be our first of this type of post, but a flurry of semiconductor earnings releases and calls are
Read moreThere is a battle brewing in the photoresist, coater, and developer market due to EUV advancement. This battle could cost Tokyo Electron their dominance over a $5B+ annual revenue market and lead to some photoresist companies such as TOK to lose a major market. JSR and Tokyo are bringing Metal Oxide Resist (MOR) to the market to fight off Lam Research’s encroachment with their dry resist technology.
Read moreThe dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.
Read more