In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
Tag: ASML
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics
Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
The Second Anniversary Review: Top 10 read articles in Andy Lin’s blog
Today is the second anniversary of my blog. After writing for two years, I have received many unexpected gains and the support of many friends.
The TSMC cost, sell price, and R&D cost of chip foundry
This post will discuss the semiconductor industry and the cost, sell price, and R&D cost of chip foundry that most Taiwan stock investors are concerned about
Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?
Zyvex and sub-nanometer
There are indeed monopoly in this world
There are indeed monopoly in this world, Buffett said that a moat is the competitiveness of a business economy. Most companies have many competitors because a profitable industry attracts competitors to join in for a piece of the pie.
Why is TSMC’s profit margin much greater than competitors?
Why is TSMC’s profit margin much greater than competitors?
ASML, who dominate TSMC’s fate
only ASML produces advanced extreme ultraviolet exposure (EUV) equipment. EUV is the essential key to enter the advanced process below 10nm.
The lucrative semiconductor supply chain
The lucrative semiconductor supply chain
