That's interesting about Semiconductor vs Semiconductor industry because it was changed to Semiconductor and Semiconductor Equipment Industry a day before I uploaded it to this forum. Must have something to do with with cache on your server.
On AMEC, I am very favorable. It is one of China's leading companies to move the country to self sufficiency.
I have read your paper some more. Again, great insights and I highly appreciate you posting here. I have a few additional questions that I hope you can give a few thoughts on:
1. It seems like AMEC has quite a few products in the etch sector. Both Lam and AMEC have products for both dielectric and conductor etch. In particular, both have presence in the deep reactive ion etching market, which is key for memory customers due to the high aspect ratio etching required for stacked cells. What is your opinion about Lam's future market share in etch vs. AMEC?
2. Do you have any opinions on the relative strengths/weaknesses of each supplier? I understand that there are a huge number of factors to consider (spatial uniformity, etch/deposition control precision, time between maintenance, etc) but is there a tool, for example, that is unique to a particular supplier that nobody else has? (To my knowledge the answer is no and its mostly small differences between suppliers but I could be wrong).
3. What are your thoughts on different markets for these tools i.e. logic vs. memory vs. analog/mixed signal/power? I understand that many markets use tons of second hand tools such as power, analog and sensor fabs. Is there the possibility of new tools being sold for these markets?
due to high demand and not enough second hand tools.