AMAT will have $7B+ GAA revenue between FY24 and FY25. AMAT's SAM grows by $2B ($12B to $14B) for every 100k wafer starts per month of GAA capacity transition from FinFET. The company claims 50%+ SAM share, implying around 100k GAA capacity will be available between '24 and '25. https://t.co/h7OUt8a2Zs
Source: Sravan Kundojjala
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments