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Dependency· Silicon · Link
Deposition & etch, Applied, Lam, TEL
Santa Clara, Tokyo, United States / Japan37.39°N 121.96°W
computed criticality11/100
reading
Three players concentrate most of WFE outside lithography
2024Fault line
Depositing and etching atomic layers requires machines that only three manufacturers have mastered. A tight oligopoly, caught in the vise of US and Japanese export controls.
Actors
Applied Materials (Santa Clara)
Lam Research (Fremont)
Tokyo Electron (Tokyo)
Feeds 1
TSMC, HsinchuSilicon↗