---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000856990.md"
description: "Korea continues to import WFE equipment as it expands and upgrades existing fab capacity. Etch, in particular, has clearly been an area of focus.But sometimes the data points to a more nuanced picture. Within Etch, the growth story is overwhelmingly concentrated in Dry/Plasma Etch.Why? 👉The dry etch surge lines up with SK Hynix's M15X and Samsung's P4 ramps, and the HBM buildout compounds it: TSV etch adds an extra dry etch step vs conventional DRAM, structurally raising dry etch intensity per wafer.Biggest beneficiary? 👉Lam Research - dominant in memory dry etch, and the TSV etch steps that HBM adds only deepen its exposure.Source: Chips &amp; Wafers"
datetime: "2026-08-17T06:16:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000856990.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000856990.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000856990.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Korea continues to import WFE equipment as it expa…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**