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kathleen j stebe

Array

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Intel High NA Adoption
Great Article, Thanks!

— Mark Webb on April 29, 2024
Real men have fabs!
Hi Steve We include more Chinese companies in our data. As a consultancy, I hope you understand that we keep…

— Claus Aasholm on April 28, 2024
Real men have fabs!
How many companies are you including in your China foundry capex/sales (SMIC, Huali/Hua Hong, and ???). Additionally, what would the…

— stevepelayo on April 28, 2024
Real men have fabs!
Samsung is the dominant foundry and capex is likely spent more effective in conjunction with the IDM part of the…

— Claus Aasholm on April 24, 2024
Real men have fabs!
We track many more companies than what you see in the chart. Our insight model requires input data and Siemens…

— Claus Aasholm on April 24, 2024
Real men have fabs!
Under EDA you should add Siemens, Keysight EDA, etc.

— Daniel Payne on April 24, 2024
Real men have fabs!
Curious about the last chart - why is Korea's CapEx:Revenue ratio for foundry so much lower than all the others…

— Peter Bennet on April 24, 2024
Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity
Yes, with damascene the cuts are blocks. The arrangement of the two etch materials like oxide and nitride comes about…

— Fred Chen on April 23, 2024