Great, early signs of a recovery in logic, not memory

Great, early signs of a recovery in logic, not memory
by Robert Maire on 07-21-2019 at 12:00 pm

Image RemovedA “Logic Lead” recovery confirmed- Memory still mired, 3400C = “Third times a charm”. EUV finally accelerates as all ducks now in a row.

ASML posted a good quarter with great orders and capped off with a strong outlook for the current quarter.  Logic demand is sparking a recovery while memory… Read More