One company, one machine, and the whole industry's timeline
It traded at 1747.95, +3.05% today. A supplier with no substitute is a wonderful business and a concentrated risk at the same time.
Free 4 min read
ASMLAMAT
Stock
LRCX
LRCX
Delayed
Notes mentioning LRCX
3Equipment orders are most fragile when memory makers promise discipline
The capex guidance language I track from the memory makers.
Paid 2 min read
Chips built taller need more of the tools that stack them
Memory makers add capacity by stacking more layers rather than shrinking features. Each extra layer means more etch and deposition steps per wafer.
Free 2 min read