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FORUM TRANSCRIPT

Semiconductor Capital Equipment Market Update – Key Technology Trends & Supply Chain Dynamics – 10 August 2021

  • Private Equity
  • TMT
  • Global
PREMIUM

Specialist

Former VP at Lam Research Corp

Agenda

  • 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

Questions

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