SEMI: Global semiconductor equipment sales will hit US$145 billion in 2026, after rising 13.7% to a record high $133 B this year, driven by AI-related spending in leading-edge logic and memory chip ma...
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TSMC mass production of 2nm chips heralds a new era of chip manufacturing marked by a fundamental change in basic transistor structure to new GAA transistors – from FinFETs – that requires an upgrade ........................
Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.
This note links AMAT’s outlook and valuation to wafer fab cape.........
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Advanced packaging has become a meaningful number in WFE (up to 9-10% in CY25 vs 1-2% in CY21). $11B in CY25 from $3-$4B in CY21. KLA's AP revenue will grow by 70% to $925M in CY25 from $500M+ in CY24...
AMAT admits share losses in C25 (up to 200bps but could be more) as some competitors like Lam outperformed WFE by a big margin. Domestic China tool vendor progress and ICAPS (mature nodes) weakness ar...
