Tokyo Electron – SemiAnalysis

Can You Trust Semiconductor Capital Equipment Firms? Supply Chain Or Technology… Also Tracking Sheet With 106 Active Projects In Supply Chain

June 26, 2022June 29, 2022 Dylan Patel 0 Comments

Semiconductor capital equipment firms claim to have high visibility into the future. Given the complexity of manufacturing semiconductors, one would

AMD Applied Materials Besi DRAM Intel Lam Research Logic MediaTek Packaging Samsung Silicon Photonics SK Hynix Tokyo Electron TSMC

Packaging Developments From ECTC 2022 – TSMC CoWoS-R+, TSMC 4th Generation SoIC, Intel Collective Die To Wafer Hybrid Bonding, AMD V-Cache, Sony’s Leading 1-Micron Pitch Hybrid Bonding, MediaTek Networking SoC, Co-Packaged Optics, And More

June 8, 2022June 8, 2022 Dylan Patel 0 Comments

TSMC CoWoS-R+, TSMC 4th Generation SoIC, Intel Collective Die To Wafer Hybrid Bonding, AMD V-Cache, Sony’s Leading 1-Micron Pitch Hybrid Bonding, MediaTek Networking SoC, and Co-Packaged Optics

Applied Materials ASML Besi GlobalFoundries GlobalWafers KLIC Lam Research Logic Micron NAND NXP Packaging Samsung SK Hynix STMicroelectronics Sumco Texas Instruments Tokyo Electron TSMC YMTC

I, Semiconductor – The Regionalization Of Semiconductors Due To Global Supply Chain Instability

February 25, 2022February 28, 2022 Dylan Patel 2 Comments

Western fabs and semiconductor capital equipment spending to go bonkers

DRAM JSR Lam Research Logic Tokyo Electron

Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market – CAR vs MOR vs Dry Resist

November 18, 2021November 18, 2021 Dylan Patel 0 Comments CaR, chemically amplified resist, dry deposit, dry develop, dry photo resist, Dry photoresist, dry resist, Lithius Pro Z, Metal oxide resist, MOR, photo resist, photoresist, spin coater, wet deposit, wet develop, wet photoresist

There 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.