Research
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

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited