7 Comments
User's avatar
Antoni Nabzdyk's avatar

It’s a great company.

John m's avatar

Great work…Ty

Moore Morris's avatar

What do you think about peak litho intensity until High NA adoption in 2030? GAA, Backside Power Delivery and advanced packaging will drive WFE spend from lithography to material

Dan's avatar

Thanks for your question. I will need to do some research on this.

Alessandro's avatar

Thank you very much, was a very interesting analysis. I didn't notice how much it dropped.

Dan's avatar

You're welcome