Former VP at Lam Research Corp
- Implications of EUV (extreme ultraviolet) adoption and node shrinkage on share dynamics and market positioning for semicap (semiconductor capital) equipment vendors, in etch, deposition, process control and other factors
- Capital equipment spend cycle analysis and growth outlook, including implications of chip shortages
- US-China relations, protectionist semiconductor manufacturing policy, global supply chain integrity and risk for major semicap equipment suppliers
- Long-term market outlook and supply-demand dynamics
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