In-Depth Analysis of the Storage Chip Device Industry Chain (Including Sub-segment Targets)

The mainstream storage chips are divided into DRAM and NAND. DRAM is like building a vast, uniform “single-story neighborhood” on a flat surface, where each “house” (capacitor and transistor) is extremely small and precise; whereas 3D NAND resembles constructing a “skyscraper,” significantly increasing storage density by stacking hundreds of layers vertically. Compared to logic chips, … Read more

Vendor Analysis in the Semiconductor Industry: Focus on Etching Equipment

Vendor Analysis in the Semiconductor Industry: Focus on Etching Equipment

Continuing from Part 1, which was written in 2022, some information has become outdated or changed with the development of the semiconductor industry. Therefore, updates are necessary, including etching equipment, lithography equipment, PVD/CVD equipment, CMP equipment, implant equipment, and cleaning equipment. Testing and packaging equipment are not included. Etching Equipment: Referring to some industry research … Read more